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.
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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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