Your Team

No words could be truer than the saying ‘Teamwork makes the dream work’.

The most critical member of our team is YOU! We rely on effective and timely communication when making investment decisions. Since it is important that you understand the decision that you make, you rely on . . .

Your Financial Advisor, Deborah Reid’s knowledge and experience to provide you with recommendations and solutions, so you can make educated decisions when it comes time to your investments. Deborah depends on . . .

Her Administrative Assistant, Judi Garbala, ensures that applications and documents are completed, signed and submitted in a timely manner. As well, she addresses investors questions and requests for tax receipts, trade confirmations and other client records. When it comes to specific questions, we rely on . . .

Your accountant who is also a valuable member of our team. Although we implement various tax strategies when preparing portfolios, we depend on the tax expert who understands your specific situation.

Of course, when it comes to specific needs such as Wills, Codicil, Power of Attorney, In-Trust documents, Cohabitation or Separation Agreements, nothing replaces the legal mind of your lawyer. We never hesitate to recommend legal assistance when we see the benefit or need.

Protection can mean many things to many people, but when raising a family and you have the need to protect their future if there is a sudden loss of income, we recognize the value of an insurance advisor and will make that recommendation.

The value of estate planning cannot be under-estimated. Dysfunctional families who want to remove adult children from decision making or seniors who have no family or heirs who want to leave end of life details to a Trust Company have the ability to do so and we are happy to direct them to our Raymond James’ Trust Specialist.

As you can see, teamwork truly can make your dream work!