COMMITED TO YOUR FINANCIAL FUTURE
Welcome to Chimuk Landry Private Wealth
Creating stability, confidence and control over your financial wealth
Our commitment is to help you create a balanced financial plan that supports what is most important to you. We engage with you in a collaborative and personalized wealth planning process, so that you can be proud of the financial decisions you make through life’s important stages. Our team is privileged to work with clients that are motivated to build or transition their wealth so that it has impact and meaning.
We look forward to building a strong life-long relationship with you and your family.
Financial Planning Offered
Financial Services Offered
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We will review and monitor our implemented tax planning and management strategies and annually do a full analysis of your cash flow and banking solutions. We have the resources to connect you with a Mortgage Advisor to fulfill borrowing needs.
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We take a detailed look at your life, disability, and critical illness insurance and complete a full insurance analysis. Upon review, we have relationships with different insurance carriers and options that we can use to build a specific plan for your exact needs and wants. We also look at building cash reserves to have resources in place for the unexpected. We have the resources to connect you with an Insurance & Estate Planning Specialist to fulfill all of your insurance needs.
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We put together a detailed plan for optimal debt management and account for education planning or other significant expenditures within your IG Living Plan.
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We specialize in full retirement planning, which includes optimal investment portfolios and solutions and personalized risk tolerance for your specific needs and situation. We work with world-class asset managers to ensure your investments are diligently monitored and adjusted to maximize success.
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Working with business owners, incorporated professionals, and entrepreneurs, we can assist with tax planning, business planning, and succession planning.
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From estate and trust planning to philanthropic planning and establishing private foundations, we can build your wishes and plans into your Living Plan as well as incorporate intergenerational planning to ensure your legacy lives on. We have the resources to connect you with a tax and estate specialist planning team to fulfill your full estate planning needs.
Meet the Chimuk Landry Team
Jordan Chimuk
CFP®, BA, DBA, RRC
Executive Financial Consultant
Candace Landry
CFP®,DBA, RRC
Senior Financial Consultant
Kevin Rawluk
RRC, MFDA, QAFP
Associate Consultant
Jordan Koniak
B.Admin
Administrative Assistant
Mignon North
CAIB
Administrative Assistant
“They are the reason we were able to retire early and comfortably here in the Sunny Okanagan.”
“Our family have been happy IG clients for over 40 years. During that period, our investments have been carefully managed, starting with Tim Chimuk and continuing with Chimuk Landry Private Wealth. They are the reason we were able to retire early and comfortably here in the Sunny Okanagan. We look forward to our regular video discussions with Jordan to ensure that our investment plans are consistent with our goals and are very happy with our continued relationship.”
- Dan and Robin, Retirees | BC
Book Your Personal Introduction Today
Interested to learn more about how we can work together? Let us walk through the IG Living Plan and how we can help you reach your financial goals and dreams.