WHAT WE CAN DO FOR YOU
The Raymond James Executive Wealth Advisor Team is ideally situated to service clients from all over Simcoe County including Collingwood, Orillia, Midland, Toronto and of course Barrie, where our office is located.
We combine the expertise and independent-spirit of our experienced financial advisory team, with the support of Raymond James to service individuals, families, incorporated professionals, executives and business owners. Setting and executing long-standing financial goals, through mitigating risk and providing solutions for investments, tax efficiency, retirement and estate planning is our focus when working with all of our clients.
We provide a wide range of financial services and insurance solutions that meet the needs of retirement income security, education funding, tax shelters, income security protection, corporate tax mitigation, employee benefits and estate protection.
Our team also works with additional specialists to focus on a wide range of insurance and investment planning strategies. Including: disability protection, life insurance, estate planning, employee benefits and the effects of tax on your business
Moreover, we are experts in managing portfolios within a broad spectrum of financial accounts including RRSPs (registered retirement savings plans), RESPs (registered education savings plans) and TFSAs (tax free savings accounts).
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