Providing customized services for discerning clients

At Ameli & Associates Personal Wealth Management, our clients are the centre point for all that we do.  We are client focused - not firm focused.

We work as an independent advisory group with Raymond James Ltd., to serve our clients with comprehensive and personalized wealth management services.

As a cornerstone to our philosophy, we strive to do so in a caring, professional, and results oriented manner, working to reduce the stress and personal anxiety that clients often feel when dealing with their personal financial affairs.

Being an independent advisory group, we are not aligned with any product or service provider. As such, we offer unbiased advice, personalized management, consultative commentary, and independent research. 

In the fulfillment of our duties, we seek to act as our clients’ Personal Wealth Management Advisor, actively looking to engage, implement, and manage the most effective strategies for achieving the personalized financial planning and investment objectives of each client.

As an independent advisory practice, we are able to take the time to truly understand our clients' needs, goals, and personal values, and to build personalized strategies and help clients to make well informed decisions towards the pursuit of their personal financial goals.