With over 20 years of experience managing private and corporate client wealth, Jay concentrates on providing the very best guidance, navigation and advice the financial service industry has to offer. Clients trust Jay and his team of professionals for advice and guidance in all aspects of their financial affairs, including:
- Investment Portfolio Structure
- Complex Financial Planning
- Wealth Preservation Planning
- Estate Organization Strategies
- Business Succession Guidance
- Commercial Banking Expertise
- Investment Banking Counsel
Jay leads a team of professionals in the review of each client’s overall financial picture – We manage as a whole. Our team is composed of financial planners, lawyers for estate planning, life & estate specialists and commercial and private bankers.
Jay’s business focus is on managing the assets and financial details of the following:
- Senior Level Business Executives
- High Net Worth Families
- Business Owners
- Self-made Entrepreneurs
- Technology, Healthcare, Legal and Accounting sector Professionals
Clients see me as their private CFO. With a thorough understanding of each client’s unique situations, Jay thoroughly explains his custom service platform and provides solutions that make sense for their individual situation – We construct custom designed portfolios to fit your unique financial situation.
Outside of work, Jay and his wife Linda of many years enjoy their home and property in south Langley. Being an active member of the community Jay believes in giving back through a variety of organizations and charities.