PK WEALTH

Financial advice focused on protecting and growing assets of clients. A comprehensive service focused on taking a holistic look at a client’s financial picture. We provide services including investment management & financial, retirement, tax, insurance & estate planning.

An investment in knowledge pays the best interest.

PK WEALTH is dedicated to enhancing financial education, aiming to empower its clients to have greater clarity over their finances. By equipping clients with financial knowledge, PK WEALTH encourages sound financial decision making, leading to financial security and contributing to long-term prosperity.

What we offer

Financial & retirement planning

We provide tailored financial plans to achieve your unique goals. Retirement, business, & personal customized financial goals form basis of our plans.

Investment management

Personalized recommendations on investments products & portfolio management. Investments include equities, fixed income, structured notes, crypto, & real estate.

Tax planning

Strategies to optimize your tax situation: income tax planning, leveraging government credits & deductions, setting up business structures, organizing tax efficient withdrawal strategies, & more.

Insurance
planning

Begin with your financial goals, assess potential risks and available safety nets, review suitable products, and choose the right coverage for your needs.

Estate
planning

Helping you strategically plan for transferring of assets at death while reducing fees & the taxes owed. Collaboration legal and tax experts to provide you with a tailored plan.

Business financial planning

The structure and payout method of your business affect your after-tax income and future investments. We help you optimize your financial setup to achieve your goals.

Welcome To

PK Wealth

Jay Kamlia, CPA, CIM, MBA

CEO, Wealth Manager

Register for our UPcoming event!

INSCRIVEZ-VOUS À NOTRE PROCHAIN ÉVÉNEMENT !

Business Financial Strategies

Thursday 6pm, August 1st, 2024 – Cocktail meeting

Le Cathcart – Place Ville Marie, Montreal, Quebec H3B 0E9

Our latest video

Business structures

Selecting the appropriate business structure leads to financial flexibility. We review the advantages & disadvantages of different business structures.