The pursuit of financial success begins with a plan
Retirement and Financial Planning
Life Well Planned.
It’s more than a motto. It’s our purpose and our promise. It’s the goal that drives every Raymond James advisor to help clients prepare for major financial milestones and each moment in between.
Our Raymond James Retirement & Financial Planning CFP® professionals work with your advisor to provide comprehensive, integrated, and truly objective financial solutions for high-net-worth individuals. Our team has decades of experience in developing personalized long-term financial and estate plans.
Our approach is collaborative and interdisciplinary, aimed to leverage the strengths of our specialists and your professional advisors. We take into account all relevant aspects of your financial situation to identify and analyze your unique goals and objectives. We will create a financial plan for you and your family which serves as a comprehensive roadmap as you travel through life's stages.
Talk to your Raymond James Advisor to begin setting your goals and objectives for your wealth management plan today. Take a hard look at your wants and needs, so you can walk in ready to have a frank, in-depth discussion of what you want, how much you’ve already accomplished and how much further you have to go.
Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Securities offered through Raymond James Ltd., member - Canadian Investor Protection Fund. Insurance offered through Raymond James Financial Planning Ltd., not a member - Canadian Investor Protection Fund.
MacCallum & MacCallum Investment Management
- 22 St Clair Ave E #1106 Toronto, ON M4T 2S3
- T 416.342.2264
- TF 888.801.2266
- Map & Directions
- Map & Directions
- 2115 rue de la Montagne Ste 2600 Montreal, QC H3G 1Z8
- T 514.788.1755
- TF 888.801.2266
- Map & Directions
- Map & Directions
© 2024 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers | Manage Cookie Preferences
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. 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. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. 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.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
© 2021 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement