Personalized planning for your financial goals
Welcome
As a client of Ely & Associates Wealth Management of Raymond James, your portfolios, as well as your financial and estate plans, are tailored to your unique circumstances and goals. Your input is central to this process and allows us to ensure the plan we create fits your needs. At Raymond James Ltd., we are not pressured to sell any particular investment products; our recommendations are based entirely on the information we gather from you and our independent research.
We build customized portfolios for our clients that start from our model portfolio and are adjusted to match our client's goals, risk tolerance, and personal beliefs.
We offer fee-based services which best align our client's interest with ours and help avoid conflicts of interest. It is our personal mission to give our clients a sense of confidence regarding their financial future by offering a detailed, step-by-step process to establish their financial action plan, and provide continued support and guidance.
We hope you find our website useful and easy to navigate. Here, you will find information about what we do, who we are, and other resources such as market commentaries, announcements, stock quotes, and much more. Please explore this site, and if there is anything you would like to see here, let us know.
Sincerely,
Ely & Associates Wealth Management
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Information & insight
Mastering Financial Management
Advance Care Planning
How to Protect Yourself from Phone, Voicemail, and Text Scams
Update from Fixed Income Trading Desk
Assessing Your Debt
How to Develop Resilience for Seniors and Caregivers
Quarterly Update and Market Outlook
Insights and Strategies
Cybersecurity Awareness Month - Secure Our World
Real Estate Sector Update

- Ely & Associates Wealth Management
- 1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1
- T: 250.405.2400
- F: 250.405.2499
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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 Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member 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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