Ahmet Jakupi Financial Solutions (AJFS) is a leading integrated solutions private wealth management firm, with over 20 years of building long-term trusting relationships and partnerships. Our vision is inspired by our deep-rooted philosophy to enrich lives of our clients through persistently exploring opportunities and providing sound advice and integrated solutions that serve short and long term financial needs.
Our clients and partners range from individuals, families, start-ups, growing and mature businesses. Whether you are aspiring or established entrepreneur, an established business, family or individual looking to customize and design a financial plan, our strategies are built for one purpose; to incorporate your values and vision and to ensure a secure and affluent future.
Our clients and partners range from individuals, families, start-ups, growing and mature businesses. Whether you are aspiring or established entrepreneur, an established business, family or individual looking to customize and design a financial plan, our strategies are built for one purpose; to incorporate your values and vision and to ensure a secure and affluent future.
Services
About Us
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Ahmet was raised in Kitchener, Ontario. He completed his medical degree in Europe, through diligence and determination, he put himself through school by currency trading. His passion did not stop there. When he returned to Kitchener he decided that the medical field was not for him and instead decided to pursue a career in the financial industry.
Our Values
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Our relationships are built on Trust, Honesty, Transparency, Performance and Accountability. At AJFS, we uphold ethical values and take them very seriously throughout every relationship.
This is one of the main reasons we chose to be fee-based advisors; our fee is based on the assets under management (amounts invested under our advisory), in contrast with the widespread approach of charging commissions, transaction fees or account set up fees which we do NOT accept.In this manner, our fee is based on your current account values not on deposits taken or transactions placed.
This is one of the main reasons we chose to be fee-based advisors; our fee is based on the assets under management (amounts invested under our advisory), in contrast with the widespread approach of charging commissions, transaction fees or account set up fees which we do NOT accept.In this manner, our fee is based on your current account values not on deposits taken or transactions placed.
Who We Serve
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We create, execute and manage the investment strategy of your surplus cash and short term holdings. We develop high yielding, low risk strategies that primarily provide safety of capital, yield capital gains and maximum liquidity. Provide execution and risk management and insurance needs, tax and estate needs as well as banking relationship.
Your Security
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The financial firms we work with are multi-billion dollar tier one companies. It is critical for us to be affiliated with very reputable and fully regulated firms, and who allow us to operate independently so we can serve our clients' interests. All funds under our advisory are protected by the investment industry insurance programs (Assuris) as well as the professional liability insurance that each of our affiliated companies carries.
Client Onboarding
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Have a look at our Document Checklist showing documents we recommend to provide at or prior to our first meeting. There is no obligation to continue with us, we highly value each opportunity of new client engagement and look forward to working with you to protect and build your wealth. In depth analysis of current financial situation, discussing risk profile, time horizon, proposed budgeting plan and other areas that may need fine-tuning.
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