Building and preserving wealth at every life stage
As a dedicated financial advisory team at Raymond James, we are proud to have served our community for over 35 years. With a collective wealth of experience and expertise, we bring a team-based approach to financial planning, ensuring our clients receive personalized guidance backed by the highest professional standards. Our advisors hold the Certified Financial Planner® designation, widely recognized as the gold standard for financial planning in Canada.
Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
We believe it’s essential to invest our time in understanding what you’re working toward before you invest your money. By building strong relationships, we provide tailored solutions that align with your unique financial goals. Our mission is to offer the highest level of service, fostering positive impacts and deeper connections with our clients.
Meet Your Advisory Team
Our team specializes in helping business owners, professionals, farmers, and retirees gain clarity, confidence, and peace of mind in their financial journey. Whether navigating business succession planning, preparing for retirement, or managing wealth for future generations, we provide expert guidance to simplify complex financial decisions. We partner closely with families at every stage—transitioning into retirement, selling a business, or structuring wealth transfers—to help them secure financial success.
Supported by thousands of professionals and advanced technology, our office is equipped to deliver the most current and comprehensive financial strategies. We welcome collaboration with your lawyer, accountant, and other trusted professionals, ensuring a well-rounded approach that integrates expertise from all areas of financial planning. Together, we craft personalized strategies tailored to your long-term financial success.
Beyond our professional commitments, we are deeply involved in community service, with leadership roles in organizations such as the Chamber of Commerce, Rotary Club, 100 Women Who Care, and Airdrie and District Community Foundation.
Outside of work, we embrace the great outdoors year-round, enjoying activities such as camping, hiking, biking, skiing, and golfing. We enjoy spending time with our kids, fur babies Millie & Mars, our very special grandkids, and fur grand baby Gus.
We look forward to the opportunity to work with you and help you achieve financial success with confidence.
Learn more about us
Raymond James Ltd.
