Detailed planning is OUR CORE CAPABILITY

Nava Team


While everyone in the group has different areas of expertise, they are committed to working together to achieve their clients’ personal financial goals and objectives. The team at Nava Wealth prides themselves on providing the highest level of service, advice, and products based on the individual needs of each client. They encourage engagement with clients by freely sharing their knowledge in an endeavour to build relationships based on trust and understanding.

By partnering with Raymond James and accessing the support and services of North America’s leading independent financial services firm, the Nava Wealth group has the freedom to offer highly-customized solutions, without any pressure to recommend proprietary products or services.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.