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
Portfolio Strategy
Men, the Home and Gender Equity
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
- Retirement Sherpa: 980 Fraser Drive Unit 115 Burlington, ON L7L 5P5
- T: 905.634.3366
- F: 905.634.3344
- 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.
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