Jay Kamlia, CPA, CIM, MBA

CEO, Wealth Manager

About Jay

Jay Kamlia is a seasoned wealth professional in the Canadian finance industry. Having held senior roles at wealth firms: Manulife, Desjardins, & Mackenzie, Jay has personally worked with thousands of financial advisors and has been their trusted consultant on financial advice for investors. In his time partnering with financial advisors, Jay noticed three key areas where service to end clients can be improved:

  • Personalized service: A major complaint in the wealth industry by investors is they receive general financial advice & could benefit from more tailored financial strategies. 
  • Education: Clients appreciate learning while they receive financial services. 
  • Expert network: Having experts from different backgrounds: tax, estate, legal, insurance, improves the final service to investors. 

PK WEALTH was created to set the benchmark for excellence in these three areas. Jay has been committed to leadership in finance through continuous learning. He has completed the CPA (Chartered professional accountant) from CPA Canada, the CIM (Chartered Investment Manager) from CSI Canada, & the MBA (Masters of business) from HEC Montreal.