Testimonials
“Blair and Melanie /Raymond James were lifesavers with my recent move back to the US after living and working in Canada for 20 years. Their financial knowledge of both countries was critical for dealing with my significant investments, helping me to consolidate and transfer them in a timely and efficient manner. I also benefited from their experience and cross-border financial expertise relating to the complex rules, regulations, and tax considerations in both countries. In addition to investment assistance, Raymond James was also able to provide both Canadian and US tax advice and preparation services, helping to minimize my tax burden in both countries. I look forward to a long and profitable future with Raymond James, and am very thankful that I found Blair and Melanie to help with a major life change that would have been far more stressful and costly without their great advice and assistance.”
- Chris F.
“We have been residing in the US since 1998 after spending the first 40 years of our lives in Canada. We are dual citizens of Canada and the US with financial assets in both countries. In 2020, we enlisted the help of Melanie and Blair to help us assess, reorganize and streamline our Canadian portfolio. They worked with us to define our objectives and helped us develop a comprehensive financial plan and accompanying strategies to meet our needs. Their entire team has been very responsive and terrific to work with during the implementation phase. We connect virtually every 3-4 months to discuss the plan and make the necessary adjustments to stay on track. They have kept us involved along the way and the relationship has proven to be a true team effort.
Thank you to Melanie and Blair and the RJ team for their professional guidance and ongoing support.”
- Bruce and Robyn W.
“We have trusted Raymond James Ltd. with our Investments and are completely satisfied with the integrity, advice and sound investments of our portfolio at Raymond James.
It is always a pleasure working with Melanie Gotts and Blair Sweeney, who always give us their best advice.
They have an exceptional team working with them, Tyler King and Pieter Van Vliet. The office is very friendly and runs very efficiently. It is a true 5-star experience when dealing with this exceptional team.”
- D. & D.S.
"I have been a client of Melanie and Blair's for over 30 years. In that time, we have discussed investment strategies, making changes as my priorities change. At this point, it is mainly tweaking the strategy, not major changes.
During our time together, any questions I have are answered in a straight forward "plain language" manner.
Melanie and Blair have taught me to think of the investment strategy as a longer term plan, not a short term strategy. While I may not like the ups and downs of markets, I have confidence that my current investments are long term winners."
- P.H.
"Melanie Gotts and Blair Sweeney have been our financial planners for a very long time. Their investment experience has served us well - when we were saving and growing during our careers, and over the last several years when we have been using our investments to fund our retirement. The results of Melanie and Blair's advice are clear, since our investments have exceeded projections over the many years they have been our advisors. They regularly communicate with us, listen to our needs and goals, and provide sound investment advice and options. We have come to know Melanie and Blair well, and together they make a formidable team!"
- B. & D.G.
