An elevated advisory experience

Skillen Investment Management is a locally owned and independent wealth management team within the Raymond James Ltd. family. We are committed to offering clients state-of-the-art services while remaining true to our humble beginnings and small town values. The long-term success of our organization can be attributed to our discipline, integrity, consistency, and trustworthiness.

Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. The firm was established in 1962 on the principle of always putting the needs of clients first. Today, this principle remains the foundation on which the company continues to be built.

Our team at Skillen Investment Management is proud to be part of a firm that believes in focusing on doing what is best for each client we serve.

We encourage you to contact our team to learn more about how we can help you achieve your financial goals.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Investment Strategies

Portfolio Management

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

Cross-Border Services

Get to know Our Team

Adam Skillen
Adam Skillen, CIM®, CFA
Agent, Portfolio Manager
Suzanne Mathers
Suzanne Mathers, CPA
Portfolio Manager
Jenna McBride
Jenna McBride, CFP®
Associate Financial Advisor
Image of Jillian Clarke
Jillian Clarke
Administrative Assistant
Image of Kristy McBride
Kristy McBride
Administrative Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat…
Theodore Roosevelt

Information & insight

Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
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Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
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Tax Planning
Do U.S. Elections Affect Canadian Markets?
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Markets & Investing
Listen to our podcast with Neela White.
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Retirement & Estate Planning
What to consider in your succession plan for the Family cottage.
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Retirement & Estate Planning
Check out our latest Client Insights webinar!
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Life Events, Lifestyle & Technology
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