Helping executives manage their financial success
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.
Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure your assets are in order and working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances.
We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies to protect your family and your legacy. We offer personalized guidance on these important issues and more – allowing you to focus on what matters most.
Services Include
- Insurance & Annuities
- Tax Planning
- Estate and Trust Planning
- Strategic Charitable Giving
- Risk Management
News & resources
401(k) Savings Calculator
401(k): Spend It or Save It
403(b) Savings Calculator
Amortizing Loan Calculator
Asset Allocation Calculator
Benefits of Spending Less
Cash Flow Calculator
Certificate of Deposit Calculator
Helping executives manage their financial success
- Vijay Wealth Advisory
- 200 Consumers Rd Ste 310 North York, ON M2J 4R4
- T 416.493.3555
- F 416.493.9555
- Map & Directions
- Map & Directions
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.
