Protect · Build · Grow
We help Canadian families and entrepreneurs create tax-efficient wealth, protect what matters most, and build a lasting financial legacy — through insurance, investments, and expert planning.
Every decision we make with you maps back to these three principles. Hover to explore each pillar.
Before you can build wealth, you must protect what you already have. We ensure your family and business are shielded from the unexpected.
Smart, tax-efficient investing tailored to your goals. We use the full suite of Canadian investment vehicles to maximize every dollar you earn.
Wealth that works while you sleep. We architect long-term growth strategies that compound over time and transfer seamlessly to the next generation.
From your first policy to your estate plan, we walk beside you at every financial milestone.
Life, critical illness, disability, and business insurance designed around your unique situation. We find the right coverage at the right price — protecting your income, your family, and your business continuity.
Tax-efficient investment portfolios built for growth. We leverage TFSAs, RRSPs, RESPs, and segregated funds to ensure every dollar is working optimally within Canadian tax law.
Most Canadians overpay in taxes. We uncover strategies tailored to your bracket — from income splitting and corporate structures to tax-free savings and strategic withdrawal planning in retirement.
Ensure your wealth transfers to the people you love — not the CRA. We coordinate wills, beneficiary designations, trusts, and insurance to create a seamless, tax-efficient legacy plan.
A clear, four-step process designed to give you complete clarity — and a plan you can actually execute.
A free 30-minute conversation to understand your goals, current situation, and what's keeping you up at night financially.
We analyze your existing insurance, investments, and tax situation to identify gaps, inefficiencies, and opportunities.
We present a tailored Protect-Build-Grow plan with specific product recommendations, tax strategies, and a clear timeline.
We review your plan annually and adapt as your life changes — new job, new baby, business growth, or approaching retirement.
We specialize in two groups who have the most to gain from comprehensive financial planning.
Whether you're just starting out or planning for retirement, we help families protect their income, save smartly, and build generational wealth.
Your business is your biggest asset — and your biggest risk. We help you protect it, extract wealth from it efficiently, and plan your exit on your terms.
We recruit and train individuals across Canada, help you get licensed, and give you access to our proven system — while you build your own book of clients. No experience required. Just ambition.
Real results from real Canadians who took control of their financial future.
Jangir Wealth showed us how to restructure our savings and save over $8,000 in taxes last year alone. We had no idea how much we were leaving on the table.
Young family, Calgary AB
As a small business owner, I always pushed off planning for "later." They helped me set up a corporate investment strategy that now grows tax-deferred. Game changer.
Business owner, Edmonton AB
I joined the team with zero financial background. Within eight months I was licensed, had my first clients, and was earning more than my previous job. Best decision I've made.
Financial advisor, joined 2023
Whether you're a family looking for a plan, a business owner with questions, or someone interested in joining our team — we'd love to hear from you.
Location
Calgary, Alberta — Serving All of Canada
Phone
www.jangirwealth.com
info@jangirwealth.com