Building and preserving wealth at every life stage
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A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep lifelong relationship with you to reduce the stress in your relationships. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
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 ADVISORS
Raymond James Ltd.
Jean-Pierre St-Jacques
Jean-Pierre St-Jacques Since 1997, I've been an Investment Advisor, creating a niche for myself in individual large-cap growth stocks. My clients span across Alberta to Nova Scotia, including Ontario and Quebec, and I have worked with clients in both the American and Canadian markets, and occasionally in the European market.
Since 2005, I have been building my expertise in wealth management portfolios and income securities and stocks that can help reduce portfolio volatility.
At the early age of 16, I made my first stock purchase, with the in-depth experience shared to me by my father, a Chartered Management Account. Through his expertise and training, I was introduced to the fascinating world of the financial markets that have led to my strength and knowledge in today’s markets.
Learn more about us
Raymond James Ltd.
