Invested in your future

At EO Family Wealth Counsel of Raymond James Ltd.we believe that your investment portfolio must serve your needs, your family situation, and your life. We value communication and are committed to tailoring investment portfolios to meet your unique needs. We believe it's our responsibility to utilize our expertise and industry experience to provide guidance that leads to the best outcomes for your financial goals.  By understanding our clients on a deeper level, we can suggest innovative and forward-thinking investment solutions.

 

🖂 Start the Conversation today  |  ➥ Access Client Forms    

 

Total Wealth Solutions 300

Total Wealth Solutions

We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;

Financial Planning
Investment Management
Insurance Solutions
Tax Solutions
Estate and Trust Services
Charitable Giving Strategies

 

MEET YOUR PORTFOLIO MANAGER

 

LUC BESSETTE
Portfolio Manager,
Raymond James Investment Counsel.
Schedule a Meeting
tel: 513.590.3111  

"To better target your interests, we spend 70% of our time talking about you and only 30% talking about investments."
- Luc Bessette


Luc offers a wide array of bilingual services, ranging from financial planning, investment strategies to insurance needs. Following his personal values, he chose to join Raymond James largely due to the latitude this gave him to serve his clients with integrity. With 20 years in business, Luc is working closely with clients to develop comprehensive plans to meet their financial needs and grow their assets.
To ensure clients receive the highest caliber of investment services, Luc is a Certified Professional Consultant on Aging (CPCA®), a Certified Financial Planner (CFP®) and a licensed Chartered Investment Manager (CIM®). He is also Fellow of The Canadian Securities Institute (FCSI®) and a Portfolio Manager. Given the ever-changing financial business, Luc also felt the need to understand the Yale School of Management philosophy and asset allocation, so he completed a Certificate in Advanced Risk and Investment Management in 2018.

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

Raymond James
Investment Counsel Ltd.