An elevated advisory experience
Skillen Investment Management is a locally owned and independent wealth management team within the Raymond James Ltd. family. We are committed to offering clients state-of-the-art services while remaining true to our humble beginnings and small town values. The long-term success of our organization can be attributed to our discipline, integrity, consistency, and trustworthiness.
Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. The firm was established in 1962 on the principle of always putting the needs of clients first. Today, this principle remains the foundation on which the company continues to be built.
Our team at Skillen Investment Management is proud to be part of a firm that believes in focusing on doing what is best for each client we serve.
We encourage you to contact our team to learn more about how we can help you achieve your financial goals.
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Endowments & Foundations
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.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.