Kevin Janjua, Senior Portfolio Manager at Raymond James Ltd.

Kevin Janjua, Senior Portfolio Manager at Raymond James Ltd. Wealth management services for executives, professionals, and high-net-worth families.

Trust | Experience | Transparency | Accountability

Putting our clients’ interests first, Kevin delivers 3 lines of businesses to our clients:

Private Clients:
Providing holistic wealth management advisory services to executives, professionals and high-net-worth families;

Institutional Investors:
Providing corporations competitive rates and yields for their corporate assets, while protecting

their cash and working within the risk framework;

Cross-Border Management:
Providing holistic wealth management advisory services to US residents or Canadians working in the US. Being one of the few Financial Advisors to be dual-licensed (Canada & US Securities license), we are able to manage client assets on both sides of the border including 401K and IRA accounts. We manage investments for private and institutional clients across Canada, US, UK and Asia. Specializing in active portfolio management, we construct and manage custom portfolios with a focus on hand-picked investments, versus mutual funds and off-the-shelf products. We are dedicated to providing significant value for our clients by recommending appropriate strategies based on careful analysis of their established risk tolerance, time horizon, and individual investment objectives. Visit us at www.kevinjanjua.com
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Adapting to the Changing Times:
06/28/2022

Adapting to the Changing Times:

What Happens When You Put Clients First?
05/10/2022

What Happens When You Put Clients First?

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07/27/2020

Whether you are a newcomer or returning back to Canada to reside, it is important to include your financial professionals in your moving plans. Learn More.

07/23/2020

Accumulated debt could mean an extended economic slowdown

Wealthy U.S. taxpayers are preparing for tax increases with these strategies.  We are expecting a significant reduction ...
07/23/2020

Wealthy U.S. taxpayers are preparing for tax increases with these strategies. We are expecting a significant reduction to the existing $11.58 million gift and estate exclusion much earlier than 2025, depending on the outcome of the election. Use it or lose it.

Accountants and tax lawyers say they're seeing surge in calls and emails from wealthy clients asking about actions they can take now to avoid tax hikes in 2021 and beyond.

Some argue that higher government borrowing crowds out private investment, as evidenced by the lackluster pace of capita...
07/08/2020

Some argue that higher government borrowing crowds out private investment, as evidenced by the lackluster pace of capital spending over the last decade. However, that has been a worldwide phenomenon, not unique to the U.S.

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It's all about the pandemic. Rising cases in a number of states fueled fears of a second wave of infections and a more p...
07/07/2020

It's all about the pandemic. Rising cases in a number of states fueled fears of a second wave of infections and a more protracted economic recovery.

www.raymondjames.com

07/06/2020

2020 has seen some of the best and worst quarterly returns of all-time.

To find an impactful place for sustainability to take root, look no further than your surroundings. Buildings & their co...
07/02/2020

To find an impactful place for sustainability to take root, look no further than your surroundings. Buildings & their construction account for 36% of global energy use & 39% of carbon dioxide emissions annually, according to the U.N. Environment Program.

www.raymondjames.com

Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.
06/30/2020

Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.

www.raymondjames.com

Address

40 King Street West, Suite 5300
Toronto, ON
M5H3Y2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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