Scott M. Yates, CIM

Making money – and knowing how to manage it – are two profoundly different skills.

That is why we provide fee-based, discretionary portfolio management for a select group of discriminating investors.

As an integral part of our private client portfolio management services, we have the professional resources to provide comprehensive financial planning, including retirement, tax, and estate planning.  We also offer a broad range of corporate services for our institutional clients.

Adhering to the longstanding Raymond James principle of putting the client first, we strive to build lasting relationships by ensuring the highest level of integrity, quality of advice, and long-term investment results.

Raymond James is a leading North American independent investment firm offering a full range of professional investment services and products including:

  • private client services
  • discretionary portfolio management
  • insurance and estate planning
  • research
  • investment banking
  • institutional sales and trading
  • cross border wealth management

Since the firm was founded in 1962, Raymond James has been helping investors like you achieve their financial goals and dreams. Our predecessor companies in Canada have been doing the same for more than 75 years.