Executive Wealth Advisors

The Executive Wealth Advisors team of Raymond James is ideally situated to service clients from all over Simcoe County, including Collingwood and Orillia, as well as Toronto, and of course our office locations in Barrie, Midland and Elmvale.

We combine our expertise, professional experience of over 20 years and the strength of Raymond James to develop and execute your financial goals by providing solutions for investments, tax efficiency, retirement and estate planning.

We provide a wide range of financial services and insurance solutions that meet the needs of:

  • Retirement Income Security
  • Corporate Tax Mitigation
  • Education Funding
  • Employee Benefits
  • Income Security Protection
  • Estate Protection.

Our team works with additional specialists to focus on a wide range of insurance and investment planning strategies. Moreover, we are experts in managing portfolios within a broad spectrum of financial accounts including RRSPs, RESPs, and TFSAs.