Sophisticated Wealth Management To Serve Your Individual Needs

EXPERT FINANCIAL ADVICE YOU CAN TRUST

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

Who We Work With

empty chairs in boardroom

Business Owners & Entrepreneurs

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

professional business woman

Corporate Executives & Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

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Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

United States and Canadian flags.

Cross-Border

Part of the Raymond James Financial family of companies, Raymond James (USA) Ltd., or RJLU, is a Canada-based US registered investment firm offering integrated cross-border wealth management solutions to Americans living in Canada and Canadians living in the US.

Total Wealth Solutions wheel 

Are You Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Daniel Swift
Daniel Swift, CFA®
Senior Wealth Advisor, Associate Portfolio Manager
Sarah Emmonds
Sarah Emmonds
Wealth Advisor Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Insights & Articles

Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
A stable option for your financial plan
Life Events, Lifestyle & Technology
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
Tax Planning
Protect and enhance your wealth.
Life Events, Lifestyle & Technology
Insurance is more than a safety net; it plays a crucial role in your long-term wealth strategy.
Life Events, Lifestyle & Technology
Fast takes on market trends.
Markets & Investing
Are we past peak 'shock and awe'?
Markets & Investing
Liberals win 4th term - looking at market performance under various governments
Markets & Investing
Watch our latest Client Insights webinar.
Markets & Investing
Market volatility can feel like navigating choppy waters without a compass.
Markets & Investing
Examining how markets perform through economic contractions
Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
Markets & Investing
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham