Your premier Private Wealth Management partner in Kitchener - Waterloo and Beyond…
Our vision is inspired by our deep-rooted philosophy to enrich lives of our clients through persistently exploring opportunities and providing sound advice and integrated solutions that serve short and long term financial needs.
Our clients and partners range from individuals, families, start-ups, growing and mature businesses. Whether you are aspiring or established entrepreneur, an established business, family or individual looking to customize and design a financial plan, our strategies are built for one purpose; to incorporate your values and vision and to ensure a secure and affluent future.
AJFS is distinguished through a combination of expertise, established track record and a disciplined approach to capital preservation and accumulation.
AJFS values intellectual capital and supports exceptional talent and high quality ideas and helps aspiring entrepreneurs through the process of sourcing capital partners, as well as guiding them through the commercial aspect of their business.
AJFS also provides career advice and helps maximize your career by utilizing our network..
Managing your holdings, insurance, mortgage/refinancing, estate and legacy planning, retirement planning, succession and generation planning, cash flow analysis and budgeting, implementing efficient tax structures for individuals, families and businesses, group benefits plans, specific-purpose funding, career advice and managing other ethical planning needs.
Our relationships are built on trust, honesty, transparency, performance and accountability.
Design Your Personal Financial Strategy
Fee-based Advisory Services
We specialize in providing knowledgeable and attentive financial services to businesses and high net worth families.
Copyright © 2015 Ahmet Jakupi Financial Services. All Rights Reserved.
Private Wealth Management - Investment Management - Financial Advisors
Incorporated under Wagner Jakupi Financial Solutions Inc.