Luma Wealth Management

In our experience, our clients share distinct characteristics: Hard work, effort and commitment have been the keys to their success in earning their investible assets.

We believe you deserve the same hard work, effort and commitment in the management of your investment portfolio.

We invite you to come and see how we can exceed your expectations and provide a personalized investment strategy.

Services:

We have extensive experience in managing client portfolios on a discretionary basis using the Partners Program and the Private Investment Management Group (PIMG).

Together, we offer clients a highly experienced, knowledgeable and energetic team that can meet the needs of most investors. We provide our clientele with a broad spectrum of services including:

Discretionary portfolio management through the Partners Program and PIMG
Customized equity portfolios
Common and preferred share investments
Government and corporate bond investments
GICs and treasury management service
Financial, estate and insurance planning
Mutual funds

Feel free to contact us for an objective second opinion of your investment portfolio.

About Our Team:

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.

Mike Zuccaro

Senior Portfolio Manager

Linda Vanden Hoven

Administrative Associate

Mike Turner

Senior Financial Advisor

David Goodlife, CAIA, CIM^®

Business Development Specialist

Tammy Tartaglio, QAFP^™

Senior Licensed Associate Financial Planner

Raymond James Ltd.

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Helping you manage your financial success

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Helping you establish and oversee a variety of plans

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Trusted and comprehensive guidance to support your needs and corp...

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Trusted and comprehensive guidance to support your needs and corp...

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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

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