Building and preserving wealth at every life stage
At Carnsew Wealth Management of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. With a full-service product offering, our team will customize the solutions for your unique needs and situation.
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Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to 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 relationships. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
MEET YOUR ADVISORS
MICHAEL CARNSEW
For over 30 years, Michael has provided trusted advice and personalized wealth management solutions to his clients and their families. Throughout his career, he has held various roles in the industry, including branch and sales management positions.
Michael's success is based on a disciplined approach to managing client assets and putting their interests first. Supported by an extensive team of Raymond James Ltd. specialists, he provides a total wealth management solution addressing all of his clients' needs. His experienced team focuses on providing a direct one-on-one relationship with private investors.
Michael is a graduate of Simon Fraser University, has been married for 30 years to his wife Adrienne, and they have two children, Matthew and Megan.
JENNIFER HELFRICH
Jennifer has been in the investment industry since 2004, previously working for two other financial firms. This experience helps her to deliver consistently high-quality service that is a key to client satisfaction.
Outside of work, when not spending quality time with her son and husband, Jennifer enjoys many outdoor activities such as hiking and playing soccer.
Learn more about us
Raymond James Ltd.
