YourWealth Advisory is built on decades of client service and deep relationships. From humble beginnings of door knocking house to house, neighborhood to neighborhood, and city to city, founder A.J. Jawad has seen places and businesses come and go but real relationships have lasted generations. Continuous improvement and client dedication has created a place for advisors to nurture their clients and their loved ones.
Philosophy is an attitude that a person or organization embodies which acts as a guiding principle for behaviour. Our guiding principle is to manage risks first, returns second. We use a disciplined approach of capital preservation, growth, tax efficiency, and liquidity. We believe in designing simple, efficient and consistently performing portfolios.
WE CARE
We care deeply about our clients, and what is important to them.
WE INVEST
We invest in building and nurturing deep relationships that last.
WE MAKE A DIFFERENCE
We make a difference by being there as your needs evolve.
WE ARE INDEPENDENT
We are independent Portfolio Managers with a fiduciary duty.
WE EMBRACE EXCELLENCE
We embrace excellence through continuous improvement.
We work best with responsible people and businesses who are willing to be coached into making financial decisions based on facts rather than on emotions. Our clients have investable assets of $500K+ or have a high potential to grow their wealth with the right financial behavioral coaching.
We love to work with kindhearted people with whom we share a mutual respect and that are seeking a trusted advisor to look after them and their loved ones for the long term. Our clients include individuals, families, professionals, and business owners.
We pride ourselves in our team’s professional backgrounds and industry experiences. Our team’s combined experiences in Wealth Management, Insurance Planning, Tax Planning, Human Resources, Talent Management, Engineering, and Technology foster innovation and drive continuous improvement in our practice. Our team is comprised of advisors with decades of industry experience, as well as young, agile advisors with innovative and imaginative ideas.
For more than 20 years, A.J. has been a financial advisor helping individuals, families, and businesses achieve their financial planning goals. He holds an MBA from Queens University, a CIM® designation, as well as a Portfolio Manager designation. A.J. is fluent in 3 languages (English, Arabic, French).
The combination of A.J.’s extensive educational background and over 10 years of experience working with Canada Revenue Agency and mastering the fundamentals of taxation, A.J. brings forth an invaluable combination of knowledge, experience, expertise, and strategy that is instrumental in achieving long-term growth and success for his clients. He has founded, and continues to build, an elite team of cross-functional professionals in order to support him in achieving his vision of providing world-class wealth management services to his clients.
When A.J. doesn’t have his Investment Advisor hat on, he is a full-time family man. He is a proud father of three; Aya, Karim, and Sarah. Growing up the first 20 years of his life in Lebanon and having traveled to dozens of other countries, A.J. brings in a global perspective and a wealth of experience to both his professional and personal life.
Moufid Jarjour joined the YourWealth Advisory team in 2019 after 8 years of Engineering and Project Management experience in industries including Energy and Technology within Canada and the United States. Moufid is obsessed with value and continuous improvement and is driven to see others succeed in their professional and personal lives.
Moufid is a graduate of McGill University where he completed his Bachelor of Engineering degree. Moufid is a licensed Associate Portfolio Manager and Wealth Advisor and holds a CIM® designation. He plans on pursuing his CFP® designation next. He brings a wealth of experience and insight to any conversation and is a huge asset to the team. You’ll often find him learning a new skill set from his ever-growing list of interests. His positivity and ambitions are contagious!
Rowaida is the Operations Manager for the YourWealth Advisory team. She is responsible for the day-to-day operations management including administrative, client relations management, internal and external communications, planning and executing networking events, as well as streamlining office processes. Rowaida is a huge asset to the team, and is known for her perseverance and determination to get the job done right the first time.
Rowaida has a Bachelor of Science Degree in Sociology and a Certificate of Aptitude in Sociology from the Lebanese University. She was a Sociology teacher in Lebanon before moving to Canada in 2004 and changing career paths into the Finance world. Since 2004, Rowaida has been working in the Financial Industry as an Operations Manager and also has experience as a Mortgage Consultant for five years.
