MINHAS WEALTH MANAGEMENT

Minhas Wealth Management provides services designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth – focusing on: 
 
  • Busy executives and professionals looking to free their time to focus on personal and career goals
  • Successful business owners and self-employed professionals who need help managing personal and business assets
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner v Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Non-profit organizations, including Foundations, Charities and Societies requiring assistance managing investment assets according to specific guidelines.
Our investment team acts as your trusted family advisor, developing a life-long and multi-generational wealth management strategy. We provide services for integrated investment, retirement, tax, and estate planning with financial asset protection based on your vision, your life and your needs.

 
Contact us  to arrange for your complimentary personal portfolio review.

Client resources

Jollie Minhas, BA (Econ), CIM, FCSI

Investment Advisor

Terri Johnson, FMA

Associate

Brandon Lee

Administrative Assistant