Building and preserving wealth at every life stage
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. With Santos Wealth of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals.
Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
🖂 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 ADVISOR
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.
Arturo Santos
Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Arturo Santos is dedicated to assisting his clients in meeting their financial needs. He uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions.
Offering a wide range of investment services, Arturo is committed to helping you achieve your financial goals. Specializing in asset allocation, he works with clients to design investment portfolios to meet their individual needs. Service is what sets Arturo apart from others in the industry. Whatever you need, he will put you - and your needs - first.
Arturo currently resides in Edmonton, Alberta. He enjoys spending time with his wife, Rachelle, who is registered dental assistant, and their four children, Reece, Hunter, Rian and Dylan. When he is not working with clients, you can find him at a community hockey rink cheering on his kids.
Learn more about us
Raymond James Ltd.
