THE CLARITY WEALTH PROCESS
Our proven 4‑step path helps Pre-Retirees, Buyout Candidates, and Contractors turn complexity into a simple, tax‑efficient plan.
How it works:
1. Get clear: Create a 'You Are Here' snapshot of your current situation
2. Set priorities: Agree on goals, concerns, constraints, and timelines
3. Build your plan: A clear deliverable with step-by-step recommendations
4. Make it real: Open/transfer accounts, automate cash flow, and review quarterly
Start the process to financial clarity by booking an intro meeting with Owen Williams of Raymond James Ltd.
🖂 Start the Conversation today
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 you’re 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 Advisory Team
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.
Having succeeded in becoming a financially independent equity trader of the last 20 years, I’ve had a front row seat to pivotal market events including the Great Financial Crisis, the flash crash, Trump 1.0, COVID-19, and Trump 2.0. These experiences have given me deep insights into the forces driving market behavior and the psychology of individual investors. From this experience, I’ve crafted a client experience that focuses on protecting clients. No gutter balls, no unforced errors, no blunders. It’s why I love pickleball and chess so much. Understanding the balance of risk and reward is my life, and I want to share that experience with you.
Meet Our Specialists
Financial Planning
Emily Newman, CFP ®
Senior Financial Planner
- Bachelor of Arts in Financial Planning & Wealth Management as well as in Business Management.
- Has been in the industry since 2018 creating comprehensive financial plans.
- Passionate about working with clients and helping them to achieve their goals as well as to understand their financial picture.
Estate & Trust Services
Benjamin Buckingham
Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James
- Guides clients to ensure all necessary planning details are in order for the smooth, administration of their wishes.
- Well versed in estate planning tools and strategies.
- Law degree from the University of British Columbia, and Bachelor of Arts in Theatre from Trinity Western University.
Insurance Solutions
Jacqueline Knoblauch
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Specialized in financial, estate and insurance planning primarily for incorporated business owners.
- 14+ years of industry experience, including 8 years with Raymond James.
- A Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU).
Learn more about us
Raymond James Ltd.
