Tim Niblett
Portfolio Manager

Helena Donaldson
Financial Planner & Insurance Agent

Deborah Boyce-Taylor
Branch Administrator

Raymond James Ltd.
980 Fraser Drive, Unit 115
Burlington, Ontario
L7L 5P5
View Map

Tel. (905) 634-3366
Toll Free. (866) PLAN TAX
Fax. (905) 634-3344

In today's complex world, you are faced with a multitude of choices. Some choices are easy but others, like choosing a financial planner, require careful thinking and research. We understand how difficult it can be to choose a financial solutions company. Our two planners, Helena and Tim, have more than 40 years of combined financial planning and insurance solutions experience, and enjoy using that experience to help each individual client to develop well-rounded solutions that fit today's changing lifestyles.

We work with you to evaluate your current plan, and to make any necessary changes designed to meet your long-term goals and expectations. Together we will develop and implement a detailed financial plan so that you can achieve your aspirations. This is done by collecting and analyzing all relevant financial information that you currently have, reviewing and assessing your unique situation, and providing sound knowledgeable advice.

Do You?

  • Have a Financial Plan?
  • Know you're on track for your goals?
  • Wish to minimize your tax burden
  • Have an Accredited Advisor?
  • Have an Estate Plan?
  • Have questions?
  • Know you're in the right investments?
  • Have a Corporation?
  • Want a second opinion?
  • Want to help your parents or children?

For More information call:
Tel. (905) 875-3366
Toll Free. (866) PLAN TAX

Tax Effect Financial Planning

Raymond James at a Glance

Raymond James At-A-Glance