Putting You First
Lynne Matei Wealth Management is focused on providing excellence in relationship based advice, service and investment solutions for YOU our clients. We offer a comprehensive service that addresses the full spectrum of Wealth Management investment alternatives.
We believe that YOUR success is the only yardstick worth using!
Our Vision
Our job, at its simplest, is to make the financial lives of our clients easier as we help navigate their way to financial independence. We know that money cannot buy happiness, but it can offer the freedom and flexibility to have more choices, now and in the future. This is what we want for all of our clients and their families.
Our Mission
Our mission is to provide ongoing investment advice and management with a discipline in place focusing on the client’s needs first and foremost. Working with Raymond James Ltd., we are able to combine our expertise and independence to find the most flexible Wealth Management solutions to meet each of our client’s requirements.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Working as a team over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family.
We believe that freely sharing our knowledge with our clients helps build a more solid relationship, one grounded in trust and understanding. It's a source of satisfaction not only for our clients, but for us, as well.
MEET YOUR ADVISOR
Raymond James Ltd.
Sharon Lynne-Matei, FCSI™
Sharon has over 30 years of industry experience, providing investments, fixed income/bond strategies, taxation, estate and financial planning advice to a wide variety of high net worth clients. As a Senior Financial Advisor of the Private Client Group of Raymond James Ltd., and a Fellow of the Canadian Securities Institute (FSCI), Sharon is a seasoned Financial Advisor who is dedicated to maintaining her clients' trust with all of their financial needs.
Learn more about us
Raymond James Ltd.
