Welcome to Raymond James. Trusted financial advice, high quality investment solutions and a commitment to service: those are the three pillars of our financial planning focus. We are devoted to helping people make informed decisions about their finances, finding solutions that work for them, and helping them ‘navigate’ so they reach their financial destinations. Each individual, family or business has circumstances that are specific to them. Regardless of your situation, we can help. We look forward to you exploring more about our approach and practice.
We had over 40 years combined experience at another financial services firm before moving to Raymond James in 2017. We chose to be part of Raymond James for three reasons: We like its independent approach with individual solutions for investors, also it is consistently ranked as one of the top full service brokerage firms, and lastly Raymond James focuses on helping us help our clients.
Our role as your Financial Advisor goes beyond investment management. We facilitate the creation and preservation of our clients’ wealth by bringing into harmony their goals and values with the appropriate wealth management vehicle. It involves an assessment of your current financial situation, recognizing both short and long term objectives. Once done, we will develop a customized strategy which will drive every investment decision we make. As changes occur in your financial circumstances and the markets, we will review and modify your plan as required. We will always stand behind our fiduciary responsibility to our clients.
Unit D, 4670 Marine Ave
Powell River, British Columbia, Canada V8A 2L1
Map & Directions
Please click on the link below to stay connected via email
*You can withdraw your consent at any time by unsubscribing to our emails.