Introducing Kirk Craven

I look forward to the opportunity to work with clients who are seeking a better understanding of the capital markets. I can introduce you to the products and services available to help you attain your own personalized investment goals. For retirees, my focus is on preservation of capital and, in many cases, maximizing investment income.

After graduating from the University of Victoria with an economics degree in 1985, I relocated to Toronto, Ontario where I began my career with an independent brokerage firm. I have been working with Raymond James in Vancouver since 2002. I have always enjoyed working for an independent financial services company.

Services

My goal is to provide my clients with superior client service. I will work with integrity to give you a clear understanding of the financial products and services available to help you and your family to achieve your investment goals.

My approach is to focus on you as an individual - not as a number. It starts with getting to know you and your family to understand your unique goals. I will then develop a customized investment plan that may include:

• Traditional selections – equities, mutual funds, ETFs, fixed income products, RRSPs, RESPs, and Tax Free Savings Accounts
• Comprehensive financial and estate planning
• An investment policy statement and regular portfolio reviews
• Support for a variety of business needs
• Leading research on some of the more than 800 companies covered by Raymond James analysts