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 specifically designed to fit your individual circumstances and to meet your 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 on our independent research.
While we are strong proponents of fee-based services, our clients also have a choice of traditional commission accounts. 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 commentary, 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
Key Person Insurance: How to Recruit, Retain and Reward Great Talent
Charitable Donations Through Your Corporation
How to Manage Debt Efficiently
Business Succession Planning and Personal Estate Planning
Portfolio Strategy
Men, the Home and Gender Equity
Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam
Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

- Ely & Associates Wealth Management
- 1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1
- T: 250.405.2400
- F: 250.405.2499
- Map & Directions
- Map & Directions
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.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.
© 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.