A breadth of services to serve a variety of needs
What we’ve learned most of all along the way is that helping people is really the number one thing we do well. It’s not about us. It’s not about the markets. It’s about clients like you. As seasoned professionals, we have certainly accrued years of financial wisdom and experience, but that only really matters if the guidance and advice we provide is right for your life.
Helping you make sense of your money, explaining things in straightforward terms you can understand, devoting ourselves to doing what’s best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that’s how we plan to make a difference in your life.
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The Retirement Sherpa Program
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Alternative Investments
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Career Change
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Charitable Giving Program
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Cross Border Services
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Death Of A Loved One
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Divorce
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Estate Planning & Strategic Charitable Giving
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Financial Planning
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Investment Protection
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Investment Strategies
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Portfolio Management
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Retirement Planning
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Risk Management
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Selling A Business
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Transition To Retirement
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Transferring Your Account
Insights and Strategies
Fostering Generosity: Philanthropy for Today and Beyond
Insights and Strategies
Quarterly Market Update: US Election Edition
October 2024: Attempting to Stick the Soft Landing
Insights and Strategies
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
The Family Cottage
- Retirement Sherpa: 980 Fraser Drive Unit 115 Burlington, ON L7L 5P5
- T: 905.634.3366
- F: 905.634.3344
- Map & Directions
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.
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 Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.
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