Jun Yajima
Phone
Office Location
Jun's valued client base is comprised of high net-worth individuals and families with a household portfolio size of one million dollars and greater. These cherished relationships primarily have a focus of capital preservation, having built their appreciable wealth in other arenas. Jun's mandate is to deliver tailored purpose-driven investment and planning solutions that harmonize with each client's expectations and unique objectives. His strategies are designed to protect wealth from unnecessary market risks and harmful fluctuations. Over the course of his 24 year career, Jun believes he has developed a reputation as a class leading fixed-income specialist, with well-tailored portfolios that aim to deliver at all times.
As his clients' broader wealth management considerations emerge – those involving tax, estate, business succession and philanthropy – Jun will proactively engage TD specialists to assist in planning and management. With the seamless integration of TD Wealth Private Banking, Retail Banking, and TD Wealth Private Trust into his practice, Jun is firmly positioned to deliver thorough and comprehensive wealth management reinforcement for his esteemed high net-worth relationships.
Phone
Fax
(403) 299-8639
Certificates
FMA
Languages
English
Jun Yajima and the Team
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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