Drawing on over 30 years of investment experience, Laurie Goad advises clients on a broad range of wealth management strategies that are custom designed to each individual client. She prides herself on the number of existing long-term client relationships she has, and looks forward to building new relationships.
Offering a wide range of investment services to clients all over the world, Laurie is committed to helping you achieve your financial goals. She recognizes that every situation and client is different, and will work with you to build a customized portfolio.
In addition to individual, family and small business clients, Laurie has years of experience exercising cashless employee stock options for individuals and companies all over the world. She also has access to a wide range of Insurance products and is licensed to trade options.
Laurie's family roots in the financial services industry date back two generations with the founding of J.L Goad & Co. in 1924. She graduated from Western University in 1977 with a BA in History and a minor in Economics. Laurie started in the back office and then became cage manager for 7 years. In 1984 she moved into the private client area and began building her book while also becoming involved with the management group as a director. She gained extensive business management experience as a director of every predecessor firm to what became Raymond James Ltd.in 2000.
Bradley Smith joined Raymond James in 2001 after spending 4 years in Credit & Risk Management with a major Canadian bank and has been with the team for 5 years. He holds a Bachelor of Commerce degree in finance from St. Mary’s University in Halifax. Brad has extensive experience in all aspects of the business and has a keen eye for the market.
40 King Street West, Suite 5300
Toronto, Ontario, Canada M5H 3Y2
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