Pragmatic wealth management for families and individuals
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with accounting and legal professional advisors to help ensure our service is in harmony with all aspects of your life.
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
Services Include
- Wealth & Investment Management
- Insurance & Annuities
- Strategic Charitable Giving
- Legacy Planning
- Wealth Transfer
- Risk Management
News & resources
Which education expenses are considered qualified?
Leaving Money to Your Kids? Consider These Inheritance Tips
Preserving Wealth Across Generations
Home Budget Analysis
Pragmatic wealth management for families and individuals
- Tom Plunkett
- 525 8th Ave SW Ste 4100 Calgary, AB T2P 1G1
- T 403.221.0356
- F 403.221.0350
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).
Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
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© 2024 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement