Business Owners & Incorporated Professionals Protecting what you've built
Business Owners & Incorporated Professionals Protecting what you’ve built
As a business owner or professional, you’ve put your heart and back into building your company or career. Protecting what you’ve worked so hard to create is critical — such as creating a legacy for your family or ensuring your business or practice remains vital past your involvement. It can be challenging to find the time to research and create that protection.
We work with you to understand the big picture and how you want the future to unfold. Through an in-depth review of your situation, we then provide a comprehensive financial plan to ensure the safety of what you’ve worked for. This allows you to prioritize what you do best — living your life and focusing on your business.
You’ve worked hard for all you’ve achieved. Let’s work together to protect it.
In-depth financial planning services include:
- Portfolio Management
- Business Succession Planning
- Retirement Plans
- Personalized Wealth & Investment Management
- Risk Management
- Insurance & Annuities
- Estate Planning
- Strategic Charitable Giving
- Tax Considerations
- Cash Management
Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.
Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments
If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
