TOTAL WEALTH SOLUTIONS


Total Wealth Solutions

Our business is you and your financial well-being. We believe that professional advice, on-going education, and wealth planning are key to success.

Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;

Financial Planning

  • Establish what wealth means to you
  • Determine your goals and objectives
  • Create a customized financial plan
  • Execute action items to make your goals a reality

Investment Management

  • Determine investment objectives, risk tolerance and time horizon
  • Construct an appropriate asset allocation strategy
  • Evaluate and select suitable investments
  • Perform ongoing portfolio monitoring and rebalancing

Insurance Solutions

  • Financially protect your family or business
  • Accumulate and transfer wealth using tax-exempt life insurance
  • Fund and facilitate a business transfer or continuity cost-effectively
  • Guarantee income for life

Tax Solutions

  • Minimize tax liability and preserve wealth
  • Prepare and file your tax return
  • Identify restructuring opportunities to maximize wealth
  • Make informed financial decisions

Estate Planning

  • Maintain family harmony
  • Ensure diligent care of beneficiaries
  • Preserve wealth and avoid financial vulnerability
  • Facilitate legacies for generations to come

Cross-Border Solutions

  • Tailor total wealth planning to a cross-border lifestyle
  • Work with one advisor managing assets in both Canada and the U.S.
  • Protect and optimize your retirement assets across the border
  • Access multi-currency accounts to facilitate seamless transaction

Solus Trust – Building Meaningful Legacies

Charitable Giving

  • Create your family foundation
  • Build a charitable legacy
  • Maximize impact to your favorite charities
  • Initiate a strategic approach to giving

Raymond James Canada Foundation – Give, Grow, Grant

A Partnership Focused on You

Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. With the help of our dedicated team you can use your wealth to create the life you envision.

Raymond James, Life well planned.  

Learn more, view the Total Wealth Brochure (click here)

Sophisticated wealth management