Building and preserving wealth at every life stage
We understand that the complexities in today’s global economy require sophisticated wealth management and a skilled partner who is as dedicated to your goals as you are. Over the years, we’ve helped clients design comprehensive plans that make the best use of their wealth today, while being able to capitalize on future opportunities and mitigate risk through the unexpected.
As part of Raymond James Ltd. and supported by a network of collaborative specialists, we are partnering with a leading firm whose founding principles of client-first, independence, and integrity enable us to provide a dedicated, personalized client experience.
Our comprehensive approach begins with a deep understanding of your current financial picture and long-term vision. Whether you’re preparing for retirement, transferring wealth to the next generation, or looking for strategic executive or business succession advice—we offer an array of specialized investment, tax, insurance, and estate planning solutions that will be tailored to all your evolving needs and aspirations.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
Meet Your Advisory Team
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
I’m proud to serve the communities of Perth, Carleton Place, and the Ottawa area, helping individuals and families build clarity, confidence, and peace of mind in their financial lives. With over 13 years of experience in the financial industry, my career has taken me through a variety of roles, each one deepening my understanding of how to guide clients through life’s many stages. My journey began long before that—having moved to Canada from Ukraine over 25 years ago, I understand firsthand the importance of building a secure future and making thoughtful, informed decisions along the way.
I take the time to understand each client’s unique goals, priorities, and comfort with risk. Whether you’re preparing for retirement, managing complex investments, or navigating estate planning, I believe financial advice should be personal, practical, and built to support you through both the celebrations and the challenges. My clients know they can rely on me—not just for strategies and solutions, but for consistent support when they need it most.
Beyond my work, my husband John and I live on a small hobby farm in Lanark, where we share our days with an alpaca herd, Maremma sheepdogs, goats, and other animals. We love spending time with our adult children, travelling, and enjoying all that our beautiful community has to offer. Life on the farm has taught me patience, perspective, and the value of long-term care—qualities that naturally shape how I work with my clients.
Every day, I go home knowing I’ve made a meaningful difference in someone’s life. For me, that’s the greatest reward of all.
Monique is our dedicated Financial Office Administrator, bringing several years of experience in the financial services industry. She is passionate about delivering organized, efficient, and friendly client support, ensuring the office runs smoothly each day.
Outside of work, she enjoys staying active, spending time outdoors, and exploring the area’s trails and parks. She’s also a proud parent of a recent college graduate and is currently studying to become a licensed assistant, expanding her skills to serve our clients even better.
Her approachable nature, attention to detail, and commitment to professional growth make her a valued part of our team and a trusted resource for our clients.
Learn more about us
Raymond James Ltd.
