JVK Life & Wealth Advisory Group
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Phone: 905-642-0654
Toll Free: 1-800-767-5933
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The JVK Wealth Management Service

Architecturally designed for clients with household investable assets of at least  $500,000.  Generally, our clients are over the age of 50, have strong relationships with their children and do not want to worry about providing for their family now or when they are gone. Clients benefit from an annualized advisory fee that reduces as assets grow above certain thresholds. And they are entitled, without charge to:  

No investment transaction fees  
No annual administration trustee fees  
Portfolio Sustainability Rate Analysis    
Beneficiary Verification Analysis  
Income Replacement Analysis  
Tax Refund Entitlement Analysis
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