Lynne Matei Wealth Management is focused on providing excellence in relationship based advice, service and investment solutions for YOU our clients. We offer a comprehensive service that addresses the full spectrum of Wealth Management investment alternatives.
We believe that YOUR success is the only yardstick worth using!
Our job, at its simplest, is to make the financial lives of our clients easier as we help navigate their way to financial independence. We know that money cannot buy happiness, but it can offer the freedom and flexibility to have more choices, now and in the future. This is what we want for all of our clients and their families.
Our mission is to provide ongoing investment advice and management with a discipline in place focusing on the client’s needs first and foremost. Working with Raymond James Ltd., we are able to combine our expertise and independence to find the most flexible Wealth Management solutions to meet each of our client’s requirements.
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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 of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the 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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