Building and preserving wealth at every life stage
At Intelligent Money® Wealth Management Group of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. With a full-service product offering, our team will customize the solutions for your unique needs and situation. Your American and Canadian cross-border finances are simplified with financial services that spans borders and provides solutions to an often complex financial picture.
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Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;
Financial Planning
Investment Management
Insurance Solutions
Tax Solutions
Estate and Trust Services
Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep lifelong relationship with you to reduce the stress in your relationships. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
MEET YOUR ADVISORS
Chris Ballanger
Chris Ballanger has been consulting and providing clients with investment advice for over two decades. A graduate of York University in 1986, Chris received his Bachelor of Education from Queen’s University in 1987. After a year of teaching, Chris started his career in financial services.
His passion for learning has been an ongoing pursuit, and around 20 years ago Chris became interested in the emerging field of behavioural economics. Chris was quickly convinced that this academic field presents the missing link for understanding investor and market behaviour. This inspired him to write a master's thesis on how behavioural finance impacts advisory practices while completing an Organizational Management and Design master’s degree from Fielding Graduate University. Additionally, he has produced a documentary on behavioural finance entitled, Taking Stock, which features top experts in the field. His experience in both bear and bull markets allows him to balance theory with practical reality in the financial landscape. Chris believes strongly in a teaching approach to advising, helping his clients not only achieve their goals but understand why they own the investments they do.
Dean Bowe
With over 30 years of industry experience, Dean Bowe has dedicated his career to providing high-quality advice and wealth management solutions for individuals, families, and businesses. He entered the investment industry in 1988 with an Economics Degree from York University and began his career at a leading wealth management firm. Dean’s journey has since taken him through some highly esteemed institutions and, currently, to home with Raymond James Ltd.
Dean holds the prestigious Fellow of the Canadian Securities Institute (FCSI) designation, meeting the highest standards for advanced education, ethical conduct, industry experience, and peer endorsement. His commitment to lifelong learning is demonstrated through the completion of numerous courses and designations from the Canadian Securities Institute, including the Partners, Directors and Officers course, the Canadian Investment Manager designation, and the Personal Financial Planning course.
Since becoming a Portfolio Manager in 1999, Dean has been recognized as an Accredited Investment Fiduciary (AIF) specializing in offering discretionary portfolio management solutions to individuals and their families, corporations, and institutions. He continually innovates, adapts, and implements leading wealth management solutions, ensuring timely identification and application of strategies for his clients. Over two decades ago, he incorporated insurance capabilities into his practice, leveraging their tax efficiency, estate planning effectiveness, and risk management control.
Dean’s approach is centred on educating clients to make better financial decisions and live better lives. He helps them align their financial resources with their life goals and values, bringing clarity and confidence in an uncertain world. He specializes in preserving family legacy and wealth, mitigating income tax, and protecting assets from unjust claims.
When Dean is not helping clients reach their lifelong goals, he enjoys spending time with his family, connecting with nature, and reading across multiple disciplines to further his commitment to lifelong learning and making his contribution greater than his reward.
Ardina Pech
Ardina Pech started her career in the financial services industry in 2019, where she found a passion for financial planning and wealth management. She provides a high-level of client service and administrative support. She holds a BA from Western University and is currently pursuing her Certified Financial Planner and Chartered Investment Manager designations.
Outside of work, Ardina enjoys baking, exploring the outdoors, and spending time with her young family.
Mia Jia
Mia Jia recently joined Raymond James as an assistant, where she handles day-to-day operational and administrative duties, focusing on enhancing client experiences and providing support with daily interactions. She holds a Master of Finance degree from the Smith School of Business at Queen’s University and is currently pursuing completion of the CFA program.
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Raymond James Ltd.
