Building and preserving wealth at every life stage
We understand that the complexities in today’s global economy require sophisticated wealth management and a skilled partner who is as dedicated to your goals as you are. Over the years, we’ve helped clients design comprehensive plans that make the best use of their wealth today, while being able to capitalize on future opportunities and mitigate risk through the unexpected.
As part of Raymond James Ltd. and supported by a network of collaborative specialists, we are partnering with a leading firm whose founding principles of client-first, independence, and integrity enable us to provide a dedicated, personalized client experience.
Our comprehensive approach begins with a deep understanding of your current financial picture and long-term vision. Whether you’re preparing for retirement, transferring wealth to the next generation, or looking for strategic executive or business succession advice—we offer an array of specialized investment, tax, insurance, and estate planning solutions that will be tailored to all your evolving needs and aspirations.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
Meet Your Advisory Team
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
With a passion for finance and a focus on honesty and transparency, Troy takes a structured approach to managing wealth and helping clients achieve their goals. Since entering the financial services industry in 2018, he has found it deeply rewarding to build strong relationships with clients and learn about their work and life experiences. In his current role, Troy helps clients navigate the financial markets and make informed decisions about their investments. He is appreciated for his open communication, positive energy, and consistent availability.
Troy graduated from NAIT with a Business Administration Finance Diploma with Honors. He has completed all qualifying Canadian Securities Institute courses, which includes the derivatives and fundamental options licensing course. He is licensed to provide advice on life insurance products and additionally earned his Certified Financial Planner® designation as well as the Chartered Investment Manager designation.
In his free time, Troy enjoys spending time with his wife, Kirstin, daughter, Madison, and son, Colby. An avid sports fan, Troy loves to cheer on the Edmonton Oilers and LA Chargers, plays golf, runs, fishes, and practices yoga. He also gives back to his community, and is a past-chair of the St. Albert Economic Sustainability Advisory Board.
Meet Our Specialists
Insurance Solutions
Karine Orser
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Personable approach to building strong relationships with clients to help solve complex financial problems.
- Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
- A certified health insurance specialist with a diploma in business management.
Estate & Trust Services
Damian McGrath
Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James
- A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
- Over 20 years of industry experience in the following provinces: AB, SK, and BC.
- Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
Planning
Daelyn Lam
Branch Planner
- Comprehensive Financial Guidance: Help clients assess their overall financial situation, including budgeting, cashflow, and setting short- and long-term financial goals.
- Tailored Investment Strategies: Develop and implement personalized investment plans to grow and protect wealth, ensuring they align with the client's risk tolerance and objectives.
- Retirement and Future Planning: Create retirement plans and projections, while addressing key financial concerns such as debt management, tax strategies, and estate planning.
Learn more about us
Raymond James Ltd.
