Simplifying Your Financial Challenges

Working with an independent, experienced Financial Advisor means gaining access to unbiased advice, personalized service and the dedication to achieving your unique future goals.  Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial model that addresses the goals and individual needs you have in mind.

Are you ready to elevate your wealth potential?  Book your complimentary consultation today! 

 

Meet Your Team

 Harry Sale, CIM, QAFP
Financial Advisor
harry.sale@raymondjames.ca
(647) 798-4028  |  Book Online

 Matko Pevec, CFP®, CLU®
Financial Planner
matko.pevec@raymondjames.ca
(647) 798-4001
Harry Sale is a Financial Advisor at the 200 King West branch of Raymond James Ltd. in Toronto. With Chartered Investment Manager (CIM) and Qualified Associate Financial Planner (QAFP) designations, he specializes in providing bespoke wealth management services, discretionary investment strategies, and personalized financial planning to high-net-worth individuals and families. Harry combines over a decade of wealth management experience with his passion for problem-solving to offer an innovative approach to improving your financial future.

Together with a team of specialists, Harry will work with you and your family to develop an innovative and personalized financial plan that includes personal and corporate investment management, tax planning, estate and trust services, insurance, and cross-border advisory. You can expect reliable and proactive communication regarding your financial strategy, and you will enjoy full access to your collaborative team every step of the way.

Harry lives in Downtown Toronto with his fiancé Laura and their goldendoodle, Chadwick. He has BA’s from Western University and York University, and is passionate about volunteering in the community. He is currently fundraising for the Catalyst Council for the Holland Bloorview Kids Rehabilitation Hospital. He spends his leisure time playing golf, tennis, racing, and skiing.

 

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

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.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.