Guidance for the big picture and finer details
our process
Becoming a Client
I like to think that the relationship we have with each client is like a doctor is to his patient – one that is based on trust and a mutual respect for each other.
The initial interview typically lasts about an hour and helps us to understand where you are financially and what you would like to achieve in terms of your long-term goals and objectives.
By the end of the first meeting you will be able to decide if we are a good fit to work together. At our second meeting I will present a personalized investment plan, for your consideration at no cost to you. It will be designed to meet your unique needs and if you are comfortable with the plan, then we can develop our business relationship.
- Landmark Wealth Management 1569 Hurontario St. Suite 200 Mississauga, ON L5G 3H7
- T 905.891.5222
- F 905.891.5553
- Map & Directions
- Map & Directions
- Andrew Ellis 200 Bond Street W Suite 211 Oshawa, ON L1J 2L7
- T 905.723.8000
- Map & Directions
- Map & Directions
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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