What’s Your Destination?
Wealth Management with a Human Touch
Realize Your Dreams
Thinking about your family?
Thinking about safety and security?
Thinking about life after work?
We remove the barriers that prevent you from reaching your destination. By fusing the best of both sophisticated technology and a caring advisor, we find the best route to your destination. We put your dreams on a calendar, so you can check off the days until they become reality.
Click the dots to view our services
- Retiring early to travel the world
- Attending your child’s graduation ceremony
- Paying off your debts
- Peace of mind, knowing you have a nest egg saved up
- A country home to make a lifetime of memories in
- Taking care of your aging parents
Identify your income sources at retirement and build a dedicated portfolio to minimize longevity risks.Book Appointment
Estimate education costs and build a portfolio to manage your contributions and the Government Grant.Book Appointment
Review outstanding debts and optimize your payments to minimize the amount of interest paid.Book Appointment
Optimize your savings. Ensure you have adequate insurance coverage to protect your family lifestyle.Book Appointment
Create an investment plan to provide for the down payment on your family cottage.Book Appointment
Anticipate their needs and build a portfolio to help cover senior residence costs.Book Appointment
Download our free E-Book entitled “10 Things You Should Know Before Starting Your Financial Journey”. We’ll send you an email with a link to download the e-book. Check your junk folder in case the email lands there…
Achieving your dreams is like exploring the wild unknowns of the world of finance. You’re feeling lost without a reliable map. We remind people that there is hope. With Kwajamii as your guide, your dreams are no longer a fairy tale. We create financial plans for people in Ontario, looking to arrive at their destination.