Rakesh Vijay Bio Image
Rakesh Vijay, M.Com., M.B.A, PFP
Senior Wealth Manager
Janis Parmar Bio Image
Janis Parmar, CIM®
Financial Advisor
Mudit Painuly Bio Image
Mudit Painuly, CFA
Paulson Ong
Financial Advisor

Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Services we offer

Structured Solutions and Alternative Investments

Having access to structured solutions and alternative investments means having tools to adapt to the ever-evolving investing environment. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labour. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

Education Planning

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

News & resources

Calculators

Calculators

02/17/2022
Education Planning Tax Benefits of an RESP Financial Planning ...
Raymond James
Insights and Strategies

Insights and Strategies

02/01/2022
As we embark on a new year, which so far has been anything but sunshine and rainbows, we thought it would be helpful to highlight several investment themes our research teams in Canada and the US have highlighted recently and which we also view as interesting for 2022.
Markets & Investing
Insights and Strategies

Insights and Strategies

01/04/2022
It's been almost two years since the onset of the pandemic, with COVID-19 as the primary driver of macroeconomic and financial performance across markets and asset classes globally.
Markets & Investing
Managed Money Report

Managed Money Report

12/21/2021
Associate Vice President & Portfolio Manager, Spencer Barnes, joins the Advantaged Investor to discuss the edition of the Managed Money Report.
Markets & Investing
Invest to Achieve Specific Goals

Invest to Achieve Specific Goals

Traditional portfolios are designed to achieve maximum returns for a given amount of risk.
Retirement & Estate Planning
Financial strategies for women preparing to divorce

Financial strategies for women preparing to divorce

Consider these 7 top money matters to navigate a divorce and avoid unwanted surprises
Retirement & Estate Planning
Budget your way to wealth

Budget your way to wealth

Just under half of Canadians (49%) have a household budget
Retirement & Estate Planning
Canadian and US dollar update

Canadian and US dollar update

12/08/2021
Fixed Income and Foreign Exchange Specialist, Ajay Virk has returned to give us a currency update
Economy & Policy

Are Your Important Documents Secure and Accessible

Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Life Events, Lifestyle & Technology
Mentoring: The 15-Minute Game Changer

Mentoring: The 15-Minute Game Changer

Despite the small investment of time, mentoring reaps big rewards for both parties involved.
Business Ownership
Business Goals for 2022

Business Goals for 2022

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
Let’s Talk About Trusts

Let’s Talk About Trusts

11/17/2021
Damian McGrath, Senior Trust Advisor with Raymond James Trust (Canada), joins the Advantaged Investor to discuss trusts
Retirement & Estate Planning
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Sophisticated wealth management to serve your individual needs