A personalized approach to managing wealth


EXPERT FINANCIAL ADVICE YOU CAN TRUST

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we've had the privilege of helping clients manage the complexities of their wealth through a careful consideration of investment options and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.

Backed by the strength and resources of Raymond James, we can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Total Wealth Solutions wheel 

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

Information & insight

Trump turns up the heat on Canada, raising tariff threat to 35%.
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Markets & Investing
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
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Markets & Investing
Review the latest Insights and Strategies.
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Markets & Investing
In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
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Retirement & Estate Planning
Protect your family and your legacy.
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Retirement & Estate Planning
Preparation today secures tomorrow.
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Retirement & Estate Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Trade war skirmishes continue.
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Markets & Investing
Fast takes on market trends.
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Markets & Investing
Court rules against IEEPA tariffs, but the trade war is certainly not over
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Markets & Investing
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