Services

KTJ Financial Solutions Ltd.

At KTJ Financial Solutions, we know that all our clients have unique journeys and experiences that require individual solutions.

Our top financial advisors have over 100 years of combined experience. We have each focused on different areas in the Financial Industry, allowing clients to get top-notch advice. Then as a team, we collaborate and keep current with all new trends in the industry.

At KTJ Financial Solutions we pride ourselves on running a professional yet friendly practice with offices in Langley and Penticton. We have a fantastic administrative team that works closely with clients, answering questions and following up on requests.

KTJ Financial Solutions strives to combine the feeling of family while reaching to achieve clients’ unique dreams.

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Family

We provide strategies to help families to accumulate and protect your wealth.

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Retirement Planning

Most of us understand the benefits of sensible retirement planning but when it comes to creating your personal retirement strategy, we can help you.

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Business Owner

Strategies to help increase your personal cash flow, keep key employees and protect your business.

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Work Life Balance

We believe that balance in all we do is the key to well being.

The information on this website is intended for residents of British Columbia only.

Insurance products, including segregated fund policies, are offered through KTJ Financial Solutions Ltd., and Brad Davies, Lyle Konner, Amity Doyle, Jarnael Payer, Danielle Wells and Peter Mandoli offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.