Raymond James has an outstanding history and is known for its commitment to investors. As advisors with Raymond James, we feel it is the best way to offer our clients independent portfolio solutions and exceptional service. We also have access to resources to provide our clients with financial planning, insurance, estate planning & tax planning services
We are committed to helping you achieve your financial goals. Specializing in Portfolio Management, we work with clients to design investment portfolios to meet their individual needs with both fee based and commission accounts. Service is what sets us apart from others in the industry. Whether you need insurance, estate planning, or tax solutions as an individual or as a business owner, we will put you – and your needs – first.
Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, we are dedicated to assisting our clients in meeting their financial needs.
We use a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions, and we construct personalized portfolios to meet those objectives.
Michael Levy started in the industry in 1984, and gained experience in corporate finance and institutional sales. Since 1998, he has been focused on the private client side of the business.
Chris Hyland started as a trader and became an associate sales advisor while gaining his CIM™ (Canadian Investment Manager) accreditation.
We have over 50 years’ experience between us and working together for 20 years we have developed a process and system including technical and fundamental analysis in our active management for our clients.
Vice President & Financial Advisor, Private Client Group
40 King Street West, Suite 5300
Toronto, Ontario, Canada M5H 3Y2
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