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

5 Year Plan

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:

Cash flow planning 

Debt management

Tax strategies

Education savings

Investment planning

Risk management

Retirement planning

Investment planning

Risk management

Retirement planning

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. 


Life constantly changes. That’s why we meet with you regularly to ensure your dynamic plan is always aligned with your goals.

Ready to get started building your 5-Year Wealth Plan?

Retirement VIEW

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:

Our planning process includes:


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.


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

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:

Ways to maximize estate values

Strategies to minimize taxes

Philanthropic goal planning

Wealth protection strategies

Future generation planning

Common Estate Planning questions

How much money will be left at death?

Who will receive what?

How much tax will be paid?

How do I  avoid probate costs?

What legacy do I want to leave?

Ready to create a legacy you envision?

Risk Management

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

Estate Taxes



Protecting Your Children’s Education


Safeguarding Your Retirement Plans

Business Partnership or Shareholder Agreement Funding

We regularly meet and monitor your risk management plan to ensure it meets your evolving lifestyle and business needs.

Want to know which strategies are right for you?

Legacy Planning

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 serve as sole or joint trustee for a wide variety of trusts. 
We bring not only technical, tax and reporting experience, but, most importantly, impartiality to the administration of trusts.

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

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.

It’s a sophisticated and cost-effective investment vehicle – offers the benefits of a private foundation without the high costs and administrative burdens.
Simplifies strategic philanthropy
Helps you realize your financial and philanthropic goals

Connect with us to learn how this simple solution can help you seamlessly incorporate philanthropy into your overall financial plan.

Family Pricing

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