The relationship we have with our clients is the cornerstone to the service we provide. For this reason, we believe that it is important to ensure we are a good fit for each other. Our recommendation is that you and your spouse meet our team in person to discuss your financial goals and objectives. We follow a formal process when interviewing new clients, which begins with documenting your goals and dreams. The first meeting takes about an hour.
Following our initial interview, we will prepare and present a proposed investment plan. Only after we have had a chance to discuss the investment plan and recommendations in person, will we open an account for you.
333 Seymour Street
Suite 1450
Vancouver, BC
V6B 5A6
T: 604-663-4220
F: 604-633-1103
TF: 1-800-592-2197
E: +31 20-2089944
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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 of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the 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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