Introducing Koby Lerner

Koby Lerner understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Raymond James Ltd. located in Toronto ON, he puts his clients – and their needs – first.

Services offering a wide range of investment services, Koby Lerner is committed to helping you achieve your financial goals. He works with clients to design investment portfolios to meet their individual needs. Service is what sets Koby apart from others in the industry.

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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.

Koby Lerner
Koby Lerner
Financial Advisor

Raymond James Ltd.

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Helping you manage your financial success
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Helping you establish and oversee a variety of plans
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Trusted and comprehensive guidance to support your needs and corp...
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Trusted and comprehensive guidance to support your needs and corp...
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Niches