With over 170 years of combined industry experience, our advisors have helped hundreds of families successfully navigate world events, market cycles and life changes. Helping you obtain and enjoy financial independence always starts with us learning about and understanding your goals. Then, with a plan for your progress made clear, we can call from among a vast inventory of excellent financial tools to put our advice into action.
Savings
Along with being a strong foundation to build on, cash reserves yield confidence in times of uncertainty. Matching high safety with the best available rates is among the many advantages of working with a global securities firm. On your behalf, we shop a multitude of banks and financial firms to find today's best mix of rates, access and quality to store your savings successfully.
Fixed Income
Sometimes, you need a steady stream of fixed income with as few surprises as possible - perhaps through high quality debt issue from strong companies or levels of government. Through Raymond James, we can access thousands of the country's best bonds, GICs and other income options. We help you find the best mix of terms, quality, rates and flexibility to match your comfort and your needs.
Equities
Cash and fixed income are important assets but, over time, tax and inflation can overcome their yields and challenge your purchasing power. Well managed stock ownership can be a great builder of long-term wealth and sustainable retirement income. Blending the firm's extensive research reports with our own seasoned perspectives leads to active, promising ways for you to benefit from quality equity ownership. Whether using mutual funds, exchange traded funds or individual shares, we'll find the best mix to serve you every step of your way.
Protecting Your Prosperity
Good planning helps ensure unexpected misfortunes don't become financial catastrophes. Job loss, premature death, illness or injuries are just a few risks that can challenge your financial independence. As licensed life and health agents, we objectively search the country's top firms for the right insurance tools, at the right cost, to suitably hedge such risks. Through our local network of estate practitioners, we help ensure your Wills, Powers of Attorney and other key documents are current and in good order. Such peace of mind can be priceless.
And Much More
By providing accountable, objective and informed advice supported by industry leading financial products, we make obtaining your objectives our primary and most important goal. To further explore if our approach and solutions might assist you, call or message our office to arrange an introductory meeting. We welcome a chance to explore how best to "Appreciate Your Worth" ... !
