Guidance for the big picture and finer details

We believe that in an ever-changing competitive financial environment, unique, innovative thinking is imperative to a client's success. That is why our team strives to remain innovative and attentive to your individual needs and concerns.

Our team at Raymond James will meet your needs by drawing upon information from all industries, continuously customizing programs, technology and strategies. We will listen, learn and react, taking on a proactive role while focusing on customizing our service to fit each client on an individual basis using a disciplined and thorough approach to wealth management.

Identifying your financial goals and objectives

  • Our team will gain a clear understanding of your financial goals through in-depth discussions with you and, if you wish, your family members and other professionals, such as your accountant or lawyer.

Determining your optimal asset allocation

  • Our team will conduct a thorough asset allocation review based on your goals and objectives.

Recommending investments appropriate for you

  • We will provide a suitable investment strategy, diversification plan, investment portfolio and asset mix to help you meet your specific financial goals.

Monitoring your portfolio and keeping you informed

  • Our team will provide regular reviews and comprehensive reporting so you know where you stand and the reasons for any adjustments we recommend.

Quarterly Canadian Investment Strategy Outlook

04/25/2024
Watch our latest Client Insights webinar.
Markets & Investing

Talking Taxes

04/24/2024
Listen to our podcast with Sonya Dolguina.
Tax Planning

April 2024: Getting Closer to Rate Cuts

04/22/2024
The first quarter of 2024 was much stronger than expected.
Markets & Investing

Planning for Changes to Taxation of Capital Gains

04/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning

Garden Designs

Which is better, annuals or perennials?
Tax Planning

Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy

Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning

Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials

Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning

Financial Plan – The Impact of Annual vs. Perennial Tax Planning Strategies

Reducing income taxes on a year-to-year basis is one of the most common goals and concerns clients express.
Tax Planning

Annual and Perennial Tax Season Planning

04/17/2024
Springtime presents many opportunities during tax filing season, whether you receive a tax refund or have a tax balance owing.
Tax Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning