Building and preserving wealth at every life stage
Whether you're an individual navigating complex financial landscapes, a business owner balancing personal and professional wealth, or an institution looking to sustain long-term impact, we provide tailored solutions to meet your specific needs. Our team of seasoned professionals leverages deep industry knowledge and a disciplined, data-driven approach to help you achieve your financial goals with confidence.
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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 youâre 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
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 wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
Meet your advisor
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Luc Desbiens is a highly experienced portfolio manager who joined an international banking and financial group that offers investment advice as well as wealth management and asset management services in Canada in 2018 where he managed the portfolios of private clients from Canada, the United States, and Europe. Prior to joining this group, Luc held significant positions with prominent Swiss private banks.
Luc served as the Chief Investment Officer of the North American division of an independent banking group specializing in wealth and asset management for private and institutional clients for nearly six years. During this time, he and his management team successfully managed over 500 million in assets for their clients.
Luc was the Vice-President and Chief Portfolio Manager at one of the largest wealth management banks in Switzerland and a leading independent asset management company in Europe from October 2000 to April 2011. Luc's eight years in Switzerland allowed him to deepen his understanding of European markets and gain invaluable life experience.
Luc began his career in 1992 at the second largest institutional investor in Canada which oversees the Quebec Pension Plan and several other Quebec public pension and insurance plans. He holds a master's degree in finance from the University of Sherbrooke and is a Chartered Financial AnalystÂź (CFAÂź) charter holder.
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Raymond James Ltd.
