A team based approach to wealth management

In today's ever-changing investment landscape, managing wealth can be complex and sometimes overwhelming. There is so much that changes so quickly. It's hard, and sometimes stressful to stay on top of things.

Our goal is to guide you through this complexity, and in the process simplify your financial life so that you have confidence, and don't have to worry about your money.

Our team of experts makes this possible - able and eager to answer your questions, working proactively to serve your interests, and ensuring that any concerns or requests are addressed efficiently and expeditiously.

Just as important is our approach to wealth management. Dealing with the Raymond James Private Investment Management Group ensures that your investments receive the attention of a dedicated Portfolio Manager with the credentials and experience to ensure your money is managed prudently and effectively.

If you don't know where you are going, you'll end up someplace else.
Yogi Berra

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Cross Border Services

We are licensed and regulated in both Canada and the US, and work closely with clients to translate their personal needs into a strategy for their cross-border accounts.

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