Life Well Planned
Our team is dedicated to client relationships, focusing on the unique needs of each client. We pride ourselves on providing a comprehensive strategic plan specific to the individual, family or business that we work with.
We have built our careers around delivering sound financial guidance, personal service and thorough attention to detail. Our role is to serve as your personal wealth manager, blending professional integrity and hard work with a willingness to stay abreast of ongoing changes.
Financial well-being starts with taking a step towards defining your goals and objectives, providing you and your family with the support, guidance and the right investment advice for each stage of life.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Estate Planning & Strategic Charitable Giving
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Investment Protection
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Investment Strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Risk Management
One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
Transferring Your Account
Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.
Information & insight
Update on the Canadian mutual fund and ETF industry
Q&A Follow-Up: Planning for the Administration of Your Estate
Failure to Launch: Adult Dependents and their Estate Rights
Insights and Strategies
Planning for the Administration of Your Estate
Chief Economist Eugenio Alemán’s outlook for 2024
Estate Planning for Beneficiaries with Disabilities
Estate Planning for Blended Families
- Bonnie Cyre
- 193 West 2nd Ave Suite 103 Qualicum Beach, BC V9K 2N5
- T: 250.752.8184
- F: 250.752.8154
- TF: 888.752.8184
- Map & Directions
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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 Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member 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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