What does money mean to you?
It’s a fundamental question we ask each of our clients, because money can represent different things to different people: freedom, stress, and everything in between. At Kilgannon Wealth, we put you at the centre of our approach, uncovering your unique relationship to money in order to provide solutions based on your goals that offer you peace of mind.
Seizing every opportunity to do good
As a team with a combined 58-plus years of financial services experience – 18 of which have been spent together – our careers can be defined by one overarching theme: doing right by our clients and our communities, every step of the way.
Jay Kilgannon
Natalie Permesar
Colin Vellozo
Our service
Straightforward goal-based solutions
At Kilgannon Wealth, our service is centred around a single question: What does money mean to you? By getting to know you, your family, and your relationship to money, we then create a simple, straightforward plan to help you accomplish your goals.
Wealth management
When it comes to managing your hard-earned wealth, building and protecting it is the bare minimum. We’ll look at what you currently have, what you can do, and the legacy you’d like to leave behind, and collaborate with our RBC partners to deliver goal-based solutions to help you achieve it.
Investment management
We’ll create a fully customized portfolio based on what you’d like your money to do for you, monitoring and adjusting along the way as your goals change and evolve.
Our community
Building relationships, fostering community
At Kilgannon Wealth, we are passionate about building meaningful relationships with our clients and fostering community in the places in which we live and work.
Our clients
We partner with a select group of business owners, medical professionals, retirees, and high-net-worth families who are looking to transform their wealth. Explore our podcast to learn more about our areas of expertise and how we help.
Recent episodes
Episode 3
Family Business
Learn more about family businesses, business families, and some of the common financial challenges and opportunities they encounter.
Episode 2
Business Owner Planning
Learn more about financial planning for business owners, partnerships and corporate structure, succession planning, and more.
Episode 1
Introducing Kilgannon Wealth
Get acquainted with Jay Kilgannon and our team’s unique approach to wealth management.
Our community
We are proud to dedicate our time, effort, and money in support of a wide range of charitable organizations in our community that are near and dear to our hearts. Please contact us to learn more about our involvement, or visit the sites below to learn more about how you can help support their efforts.
Insights
Achieve financial peace of mind today and leave a legacy for tomorrow.
Email: jay.kilgannon@rbc.com
Phone: 905-434-5399
Email: natalie.permesar@rbc.com
Phone: 905-434-5389
Email: colin.vellozo@rbc.com
Phone: 905-728-2930