Detailed planning is OUR CORE CAPABILITY
Working as a team over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family.
We believe that freely sharing our knowledge with our clients helps build a more solid relationship, one grounded in trust and understanding. It's a source of satisfaction not only for our clients, but for us, as well.
Meet our Financial Team
- Contego Wealth Management
- 45 O' Connor St Suite 750 Ottawa, ON K1P 1A4
- T: 613.369.4660
- F: 613.369.4699
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. 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' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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