Financial counsel that stands apart Look no further
Cochrane Wealth Management is a team of investment management and insurance experts providing services to professionals, business owners, retirees, or those nearing retirement in Cochrane and surrounding areas. As independent advisors with Raymond James Ltd. – one of Canada's premier independent investment firms - we have access to a complete offering of high quality investment products and services. This provides us with the resources to customize investment solutions for our clients.
Our exemplary degree of personal service to each of our clients ensures a simplified, one-on-one positive experience. We will take ownership of every action and provide the service and advice expected of an accomplished financial advisory team who will advocate for your financial success with honest ideas and successful solutions. This is not a task we take lightly. Our strength is in bringing independent thinking, honest evaluations and advice to the management of complex financial affairs. We want you to feel that you can come to us with any financial concern and be fully confident in the service and solutions we provide.
Our mission is to help you reach your comprehensive wealth management goals through a personal relationship. All of our clients seek a comfortable retirement and financial security. Based on fluent communication, trusted advice, successful systems, and continuous updates, we succeed by providing you with a unique solution. Your financial affairs will be looked after in a thorough, caring and professional manner.