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

The pursuit of financial success begins with a plan

The pursuit of financial success begins with a plan

Whether planning to build a home by the lake or help your entrepreneurial child launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and secure future.

Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets. In our experience, that’s the best way to customize a comprehensive, diversified portfolio that is flexible enough to meet your needs now and in the years to come.

Our financial plans offer a high-degree of personalization that matches your investments to your goals and ability to take on risk. We analyze each potential opportunity to find just the right ones for you, your family and your goals, while also helping to manage your liabilities so you feel confident in your complete financial picture.

The result is a financial plan that is as enduring as the lifetime of achievement it represents. Simply put, we believe our business is people and their financial well-being, and we are as committed to your success as you are.

  • Build A Foundation With Achievable Goals

    Realistic goals provide the foundation for a solid financial plan. That is why it is important to codify your own. They can include education for children, a second home, your income needs in retirement and plans for your estate. Because no two people are the same, building a financial plan around your specific goals creates a plan that is uniquely yours. We will work closely with you to identify and define your near- and long-term goals, check for goals that may conflict and work to resolve conflicts that arise. Even more important, we’ll set metrics with which to define success and adjust your plan as necessary.

  • Develop A Complete Financial Picture

    Along with a complete picture of your goals and time horizons, a personalized plan must incorporate current assets and liabilities in order to establish your net worth and monitor it throughout the years to come. We also consider your comfort level with risk so investments can be made accordingly. If applicable, consideration is also given to consolidating accounts to make finances and cash flow easier to track and manage.

  • Monitor and Optimize Performance

    Finally, we believe a financial plan should be as flexible as the life it represents. Things change, priorities sometimes shift and new opportunities wait just over the horizon. That is why we regularly monitor your plan’s progress relative to your defined objectives. Should changes need to be made, we rely on our internal resources and experts to help guide our decision process and also to suggest appropriate actions or strategies. Together, we can review the options and make objective decisions. To keep you apprised, we provide ongoing reporting of your account activity and conduct periodic reviews. Because we are truly partners in this important endeavour, we also rely upon you to communicate any significant changes in your life.

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
Your Guide to Marriage and Money

Your Guide to Marriage and Money

08/17/2020
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.

Family & Life Events
7 Ways to Boost Your Savings

7 Ways to Boost Your Savings

07/14/2020
Discover smart options to grow your savings.

Retirement & Longevity | Family and Life Events
How Different Types of Insurance Help Manage Risk

How Different Types of Insurance Help Manage Risk

03/27/2020
Find the right mix of insurance coverage to live with confidence.

Family & Life Events
Visualize Your Future [VIDEO]

Visualize Your Future [VIDEO]

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

Retirement & Longevity | Family and Life Events

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