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.
COMPREHENSIVE PLANNING
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.
Investment Strategies
Portfolio Management
Financial Planning
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.
Retirement Planning
Cross-Border Services
Information & insight
Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam
Canadian Diversified Financials | Stephen Boland, Equity Research Analyst
Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation
Your Pathway to Better Brain Health
Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities
A discussion about opportunities in the Canadian energy sector
Markets so far in 2023 and where they may be heading

- Skillen Investment Management
- 70778 London Road Exeter, ON N0M 1S1
- T: 519.235.4099
- F: 519.235.4813
- Map & Directions
- Map & Directions
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.
© 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.