Raymond James Ltd. Kelowna - Johnson Legacy

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Address: 1726 Dolphin Ave, Kelowna, BC V1Y 9R9, Canada

Phone: (250) 979-2720

Website

State: British Columbia

County: Central Okanagan

City: Kelowna

Zip Code: V1Y 9R9

Opening Hours

Monday: 6:30 AM – 4:00 AM
Tuesday: 6:30 AM – 4:00 AM
Wednesday: 6:30 AM – 4:00 AM
Thursday: 6:30 AM – 4:00 AM
Friday: 6:30 AM – 4:00 AM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

I have been an extremely happy client of Johnson Legacy (and more specifically, Jay Dowhaniuk) for ten years. I would consider Johnson Legacy to be a boutique wealth management practice for a select group of affluent clientele. By being focused in their client base I find that they are very accessible and have outstanding attention to customer service.

Because they are an independent firm and not constrained by the "generic packages" that big banks offer, I feel like I have a lot of great options and flexibility in the types of funds that are available to me.

Jay is an extremely honest and intelligent individual and I feel safe having my hard-earned savings under his watchful direction. As he always says to me "we are in the stay rich business, not the get rich business."

 11 years ago (31-05-2015)

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