As a team, we coordinate your investments, wealth and estate planning into efficient steps toward your goals and long-term aspirations. Our approach is based on our fundamental belief that the right plan is the one that accomplishes what matters to you.
Are you concerned about outliving your investments? Are you considering ways to protect your loved ones while maintaining your lifestyle? Do you have a Will? A Power of Attorney? Do you have a shareholder agreement along with the tools required to ensure a smooth transition? What about your legacy? We can help you answer such questions and also help you identify opportunities or issues that may be of concern to you.
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
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.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns
