Introducing Albert Koe

With more than 34 years of experience in the financial services industry, Albert advises many individual and family clients on a broad range of investment and financial planning strategies. As a Financial Advisor for Raymond James in Mississauga, Albert listens to each client in order to learn and understand their unique financial needs and objectives.

Services

Offering a wide range of investment products and services such as RRSPs, RRIFs, TFSAs, common and preferred equities, bonds and other fixed-income investments, Albert helps his clients understand their investment needs and objectives, and achieve their financial goals. Whatever their financial needs and objectives might be, Albert can objectively offer them suitable investment options and solutions.

Experience

Before joining Raymond James, Albert worked at a number of leading Canadian financial services firms as a Senior Investment Advisor. He has assisted many Canadians with their financial planning, estate planning, and investment needs, helping to build and monitor their investment portfolios.

Education

Albert graduated from York University with an honours degree in Psychology / minor in Economics. A firm believer in continuing education, Albert enhances his knowledge and experience by completing additional financial planning and portfolio investment management courses on a continual basis.

Family and Hobbies

Born and raised in Toronto, Albert resides in the city of Mississauga with his sons Brenden and Conner. When he is not working with clients, Albert enjoys reading, nature hikes, bicycling and playing ice hockey.

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.