Once your goals and objectives are clearly defined, a Certified Financial Planner creates a comprehensive financial plan which serves as a road map to your success. Depending on your goals and needs, tax and risk management, retirement and estate planning, and spousal continuation planning are often included free of charge as part of our proactive investment advice.
Book a personal review with Misa Zivkovic (CFP)
Register for upcoming on-campus seminars at UBC/SFU
Visit our knowledge centre for market updates and investment strategies.
4885 Kingsway
Suite 402
Burnaby, BC
V5H 4T2
T: 604-559-5416
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund.
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 Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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