EXPERT FINANCIAL ADVICE YOU CAN TRUST
At HMB Financial of Raymond James we seek to provide comprehensive financial guidance focused on your long-term goals. Our approach employs not simply sound investing, but thorough wealth management, including portfolio enhancement, charitable gifting and wealth transfer. As your financial partners, we devote ourselves to the life of your money, so you can devote yourself to your life.
Our dedication to providing you with holistic financial solutions is supported by our partnership with Raymond James, one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. As the largest independent Raymond James Financial Advisory branch in Canada, our advisors have access to a complete offering of high quality investment products and services, and resources to customize investment solutions for you.
Dynamic thinking makes a difference
We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.
Who We Work With
Individuals & Families
Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.
BUSINESSES & CORPORATIONS
Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.
PROFESSIONALS
Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.
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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.
Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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