twitterfacebooklinkedinenvelope
  • T: 416.777.7000
  • F: 416.777.7020
Feel free to reach out.
  • Home
  • About Us
    • About Us
    • David Larocque
    • Sandra Liu
    • Daphne Monaldo
    • Curtis Miller
    • Our Partners
    • Why Work With a CFP®
    • About Raymond James
    • Community Involvement
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Cross Border Clients
    • Endowments & Foundations
    • Families & Individuals
    • Healthcare Professionals
    • Retirees
    • Sudden Wealth
    • Women Investors
    • Young Investors
  • Services
    • Services
    • Our Process
    • Business Planning
    • Cross Border Services
    • Education Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Structured Solutions and Alternative Investments
    • Sustainable Investing
  • My Blog
  • Resources
  • Contact Us
  • Client Access
  • Raymond James Ltd
    40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2 T: 416.777.7000 F: 416.777.7020
    Map and Directions Map and Directions

Sample Advisor Site

Raymond JamesRaymond James

Pragmatic wealth management for families and individuals

Pragmatic wealth management for families and individuals

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with accounting and legal professional advisors to help ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Services Include

  • Wealth & Investment Management
  • Insurance & Annuities
  • Strategic Charitable Giving
  • Legacy Planning
  • Wealth Transfer
  • Risk Management

related resources

Which Education Expenses Are Considered Qualified?

Which Education Expenses Are Considered Qualified?

08/19/2020
Learn more about what the savings in a 529 plan can help pay for.

Family & Life Events
Leaving Money to Your Kids? Consider These Inheritance Tips

Leaving Money to Your Kids? Consider These Inheritance Tips

08/18/2020
How to have a valuable family conversation about your estate.

Estate & Giving

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...

Family & Life Events
Visualize Your Future [VIDEO]

Visualize Your Future [VIDEO]

12/25/2017
Achieving your vision for the future requires planning.

Retirement & Longevity
401(k) Savings Calculator

401(k) Savings Calculator

A 401(k) can be one of your best tools for creating a secure reti...

Retirement & Longevity
401(k): Spend It or Save It

401(k): Spend It or Save It

There are several ways to manage your 401(k) balance when you lea...

Retirement & Longevity

Sophisticated wealth management
Always here for you

Sample Advisor Site

Raymond JamesRaymond James
  • Raymond James Ltd 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
  • T 416.777.7000
  • F 416.777.7020
  • Map & Directions
  • Map & Directions
twitterfacebooklinkedinenvelope

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2020 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Website Legal Disclaimers | Privacy Policy | Web Use Agreement

IIROC Logo
Advisor Report