Why Choose Dayton Janz?
At IG Private Wealth Management in Kelowna, BC, Dayton Janz offers you a sophisticated and personalized approach to managing your wealth. Transitioning from construction to finance after a life-altering accident, Dayton brings a unique perspective and exceptional expertise to his financial planning practice.
Experience and Expertise
Dayton is a QUALIFIED ASSOCIATE FINANCIAL PLANNER and REGISTERED RETIREMENT CONSULTANT®, currently pursuing his CERTIFIED FINANCIAL PLANNER® designation. His dedication to continuous learning ensures you receive the highest standard of financial advice.
Commitment to Indigenous Heritage
Embracing his Indigenous heritage, Dayton has implemented significant changes within IG, including territorial acknowledgments in email signatures and land acknowledgments on websites of Power Financial Corporation companies. His commitment to promoting truth and reconciliation reflects his personal growth and the increasing impact he has within his organization.
Client-Centric Approach
Dayton's practice focuses on developing tailored financial solutions for Indigenous communities, incorporated professionals, and the general public. His mission is to help clients preserve capital, reduce tax liabilities, and increase their net worth through comprehensive planning.
How We Help
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We break down complex financial matters into easy-to-understand strategies, making your financial life more manageable.
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By reducing financial concerns and guiding you through critical financial events, Dayton creates peace of mind.
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Dayton continually adjusts your financial plan as new opportunities arise, ensuring your plan evolves with your life.
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His integrated approach incorporates tax and risk management strategies across all key dimensions of your financial life.
Using the next-generation IG Living Plan, the Dayton Janz team utilizes this interactive, digital experience to help you test different financial scenarios and understand the impact of your decisions before you make them.
Take control of your financial future with Dayton Janz. Contact us today to schedule an appointment and experience a sophisticated, personalized approach to wealth management.
Is Your Financial Well-Being on Track? Try the IG Living Plan Snapshot to assess if you’re on track to meet your goals. This straightforward online tool provides personalized recommendations to help create a comprehensive financial plan tailored to your needs.
Financial Freedom Is Possible.
Financial Freedom Is Possible.
Optimizing Retirement: Dayton helps manage retirement risks, aiming to preserve your capital and create a tax-efficient income stream.
Planning for Major Expenditures: Whether it’s education planning, investment property purchases, or other significant capital needs, Dayton ensures you have the right plan in place.
Managing Cash Flow: From detailed cash flow analysis to tax-efficient income planning, Dayton develops strategies tailored to your needs.
Preparing for the Unexpected: Dayton helps you develop comprehensive risk management strategies to provide for those you care about.
Maximizing Business Success: He implements strategies that synchronize and enhance your personal and business needs.
Sharing Your Wealth: Dayton assists with philanthropy, charitable giving, and intergenerational wealth and estate planning.