Personalized planning for your financial goals
Welcome to the financial advisory practice of Michael Korman, B. Comm, FMA, CIM®, FCSI®, of Raymond James Ltd., Independent Financial Services. Michael's team focuses on CCPC food industry business owners, legal, CPA professionals, foundations and select qualified families.
A Chartered Investment Manager(CIM®) and Fellow of the Canadian Securities Institute (FCSI®), Michael offers more than a portfolio management practice. He pays detailed attention to integrating cash flows from his clients’ salary, personal, operating or holding companies, real estate, insurance, and inheritance income. His team stresses cash flow over earnings (EPS), enhanced by extensive planning to deliver greater tax efficiency on income cash flows and risk adjusted returns for his high net worth clients’ portfolios.
Michael manages money for clients with one million dollars or more in investable assets, and his approach places a special emphasis on estate planning and a tailored investment process.
Services we offer
Estate Planning & Strategic Charitable Giving
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Investment Strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Risk Management
One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
News & resources
![Fixed Income Options for Portfolios (Ep 99)](/-/media/rj/dotcom-canada/images/commentary-and-insights/markets-and-investing/99-1110x360.jpg)
Fixed Income Options for Portfolios (Ep 99)
![5 Reasons Why Financial Planning Is Key to Reaching Your Goals](/-/media/rj/dotcom-canada/images/commentary-and-insights/lifestyle-life-events-and-technology/5-reasons-1110x360.jpg)
5 Reasons Why Financial Planning Is Key to Reaching Your Goals
![The Advantaged Investor: Summer Financial Planning Tips (Ep 98)](/-/media/rj/dotcom-canada/images/commentary-and-insights/podcasts/98-1110x360.jpg)
The Advantaged Investor: Summer Financial Planning Tips (Ep 98)
![The Advantaged Investor: Talking Quantitative/Technical Analysis (Ep 97)](/-/media/rj/dotcom-canada/images/commentary-and-insights/podcasts/97-1110x360.jpg)
The Advantaged Investor: Talking Quantitative/Technical Analysis (Ep 97)
![The Advantaged Investor: Teaching Kids about Money (Ep 96)](/-/media/rj/dotcom-canada/images/commentary-and-insights/podcasts/96-1110x360.jpg)
The Advantaged Investor: Teaching Kids about Money (Ep 96)
![Insights and Strategies](/-/media/rj/dotcom-canada/images/commentary-and-insights/markets-and-investing/globe-1110x360.jpg)
Insights and Strategies
![Insurance solutions to help build and protect your wealth](/-/media/rj/dotcom-canada/images/commentary-and-insights/retirement-and-estate-planning/let-your-plan-guide-investing-decisions-1110x360.jpg)
Insurance solutions to help build and protect your wealth
![Financial Planning Myths](/-/media/rj/dotcom-canada/images/commentary-and-insights/podcasts/podcast-trusts-1110x360.jpg)
Financial Planning Myths
An elevated advisory experience
- Michael Korman
- 8500 Leslie Street Suite 450 Thornhill, ON L3T 7M8
- T 647.696.0140
- Map & Directions
- Map & Directions
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