An elevated advisory experience

EXPERT FINANCIAL ADVICE YOU CAN TRUST

At HMB Financial of Raymond James we seek to provide comprehensive financial guidance focused on your long-term goals. Our approach employs not simply sound investing, but thorough wealth management, including portfolio enhancement, charitable gifting and wealth transfer. As your financial partners, we devote ourselves to the life of your money, so you can devote yourself to your life.

Our dedication to providing you with holistic financial solutions is supported by our partnership with Raymond James, one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. As the largest independent Raymond James Financial Advisory branch in Canada, our advisors have access to a complete offering of high quality investment products and services, and resources to customize investment solutions for you.

Total Wealth Solutions wheel 

Are You Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Barry Hartley
Barry Hartley
Financial Advisor
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Nick Marchi
Financial Advisor
Jay Spissinger
Jay Spissinger
Financial Advisor
Peter Boronkay
Peter Boronkay, B. Comm, CFP®, CIM®
Portfolio Manager The Boronkay Team
Kirk Craven
Kirk Craven
Financial Advisor
John Ditchburn
John Ditchburn
Financial Advisor
Norman Duncan
Norman Duncan
Financial Advisor
Patrick Grant
Patrick Grant
Branch Manager
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John Bell-Irving, FCSI™
Associate Financial Advisor
Phil Henningston
Phil Henningson
Financial Advisor
Zach Hartley
Zach Hartley, CFP®
Investment Funds Advisor
Cameron Runte
Cameron Runte, CIM
Portfolio Manager
Rhonda Sherwood
Rhonda Sherwood, CFP®, FMA
Financial Advisor
Dale Swan
Dale Swan, CIWM, CFP®
Financial Advisor, Life Underwriter
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Ed Sernoski
Financial Advisor
Chris Thomas
Chris Thomas
Financial Advisor
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David Trischuk, B.Sc., CIM, FCSI
Portfolio Manager David Trischuk Wealth Management Group
Christian Ter Keurs
Christiaan ter Keurs
Financial Advisor
Sarah Ter Keurs
Sarah ter Keurs
Marketing Assistant
Linda
Linda Liu, MBA
Financial Advisor

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

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Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

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BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

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PROFESSIONALS

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

Insights & Articles

Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
The federal government’s 2024 proposed changes to the capital gains inclusion rate (CGIR) have introduced new complexity into the year-end ritual of harvesting capital losses.
Tax Planning
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Tax Planning
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Striking the Right Balance.
Markets & Investing
Watch our latest Client Insights webinar.
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning