A certification of skill – a commitment to serve
Financial Guidance Towards Your Goals
When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future.
When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And I will be there to help you each step of the way in the pursuit of your financial goals.
You are the centre of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
Your goals become ours
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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 (CIPF).
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Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).
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