Bruce Brayman

Financial Advisor
613 369 4645

David Urie, BA

Financial Advisor
613 369 4640


750 - 45 O' Connor Street
Ottawa, ON
K1P 1A4
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Welcome

With the markets as volatile and confusing as they have been over the past few years, even the most patient investors may come to question the wisdom of the investment plan that they've been following.

At Raymond James, we've seen a lot of difficult markets, and we can certainly empathize with people who find the current environment troublesome and disturbing. We would like to help, and to that end, we'd like to offer you a cup of coffee, and a second opinion.

By appointment, you're welcome to come in and meet with us. We'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.

If we think your investments continue to be well suited to your long term goals in spite of the current market turmoil we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English and if you like, we'll recommend some alternatives.

Either way, the coffee is on us.

About Bruce Brayman, P.Eng CIM

Graduated from the University of Waterloo with a Bachelor of Applied Science [Mechanical Engineering] in 1990. Obtained my Professional Engineer designation (P.Eng) and practiced engineering for 5 years. I began my career as an Investment Advisor in 1995. I currently hold the Canadian Investment Manager designation (CIM), Options licence, Options Supervisor and Branch Manager licenses.

About David Urie
With 18 years experience in the financial services industry, I draw on my training and knowledge to help you develop appropriate strategies, which may include retirement, tax and estate planning recommendations. By concentrating on your financial and investment needs, I can help you develop innovative strategies to manage your finances.

About Cyndy Batchelor
With more than 16 years experience in the financial industry, Cyndy has been a Financial Advisor Associate at Raymond James for over six years. She attended McGill University, earning a Bachelor of Commerce. Cyndy holds her Financial Management Advisor (FMA) and specializes in superior client service.

Services

We provide independent financial advice for clients who want or need help with the accumulation, management, protection and distribution of wealth during their lifetime. This ongoing consultation ensures all your goals and life events are met or exceeded. I apply my expertise or draw on other professionals for solutions to your needs.

Our strength is our focus on people, not products. We take you on a journey from where you are today to where you want to be. Essentially we apply a process of information gathering, solution development, implementation and continuous monitoring to all your financial needs:

  • Helping Family
  • Protecting your Lifestyle
  • Achieving Financial Comfort
  • Planning Retirement
  • Building a Legacy