Wealth advisory
Whether you’re looking to build your wealth, plan for the unexpected, or enjoy your future retirement, we’ll develop a customized plan to meet your personal goals.
How we can help
Are you on track to meet your financial goals?
A good financial plan looks at your full financial picture. By getting to know your unique circumstances, goals, and aspirations we work together to create a comprehensive plan with tailored advice, solutions, and strategies to set you on a path to financial success.
Our planning process includes:
Gain a clear picture of your financial future
Do you live your plan?
A great plan is only as good as its execution.
The 5-year Wealth Plan gives you a clear understanding of the decisions you need to make today to meet your goals in the future.
But…
Life constantly changes. That’s why we meet with you regularly to ensure your dynamic plan is always aligned with your goals.
Retirement VIEW
How to get the most out of your retirement
Getting ready for life after work?
With many of us living longer more active lives it is essential to have a retirement plan that is flexible, and works for you.
Our proprietary Retirement VIEW is the ideal planning tool if you’re:
Actively planning for retirement
Nearing Retirement
Enjoying early years of retirement
Our planning process includes:
Visualization
Visualize your ideal retirement and set clear and attainable goals with our proprietary Retirement VIEW process.
Spending Phases
Learn how your retirement spending phases will unfold over time and how to plan your income and spending to match.
Sustainability
Gain clear insight into how your income sources will meet your spending at three different levels: basic, discretionary and luxury. We’ll stress test your ability to maintain each category.
Estate and Legacy Planning
Protect, manage and pass on your wealth how you intend with a well-structured estate and legacy plan.
Ready to put your retirement vision into action?
Estate Planning
Do you have a plan that reflects your wishes and what you want for your loved ones?
A well-structured estate plan can help you protect, manage and pass on your wealth plan how you want.
We work with you to create an estate plan that prioritizes your personal, family and business interests for a smooth transition that delivers on your vision.
Our planning process includes:
Common Estate Planning questions
Ready to create a legacy you envision?
Risk Management
Are you prepared for the unexpected?
Plan for the unexpected risks that could derail your life goals.
Protecting you, your family, and your business from incapacity and death is part of every planning conversation.
We aim to provide you with peace of mind financially through:
Income and
Lifestyle Protection
Minimizing
Estate Taxes
Debt
Repayment
Estate
Preservation
Protecting Your Children’s Education
Business
Sustainability
Safeguarding Your Retirement Plans
Business Partnership or Shareholder Agreement Funding
Want to know which strategies are right for you?
Legacy Planning
Trust that it will get done.
Safeguard your legacy and ensure the wishes you expressed in your will and other planning documents are realized through Raymond James Trust (Canada) services.
Our planning process includes:
Executor and Executor support
By appointing an executor and/or trustee of your estate, you’ll benefit from the full duties of an executor as well as professional, thoughtful administration of estates and trusts – no matter how complex your circumstances. If you are named executor, you can rest assured that the functional tasks of administering the estate will be undertaken for you.
Trustee and Trustee Support
Decisions for you and your loved ones to ensure your estate plan is carried out as you wanted.
We can also provide support in an agency capacity to someone who is a trustee, lending our expertise to your administration.
Appointment under a Power of Attorney
As attorney under a power of attorney (POA), we can undertake all aspects of financial administration when you are no longer able to do so. We make sure bills are paid, taxes are filed, and investments are managed, alleviating these burdens from your family and loved ones.
We help ensure the people and causes you care about are provided for respectfully, responsible and professionally.
Speak with us today
Charitable Giving
How can you make the most of your charitable donations?
Support the causes that matter to you by integrating charitable giving into your plan.
Benefit from Raymond James Canada Foundation – a charitable giving fund.
Connect with us to learn how this simple solution can help you seamlessly incorporate philanthropy into your overall financial plan.
Family Services and Pricing
We extend many of our services to the families of our values clients.
Ask your advisor about our family bundle pricing and services