Account statements are produced quarterly unless there are transactions during the month such as dividends, interest, a new buy or sell, etc. The months where statements are always produced for accounts, regardless of account activity, are March, June, September and December.

Should you know of someone who would benefit from our services please feel free to pass along our name and contact information. If you ask us to we will follow up with them to determine their interest and arrange a time and meeting place that works with their schedule. For more details go to: Becoming a Client.

After familiarizing yourself with Richard’s investment philosophy through this website you may contact Rhonda Mohr at 780-414-2513 to schedule your initial introduction appointment. It is during this appointment that will determine if you are a suitable client to his investment philosophy and if he is a suitable investment advisor for your investment style and/or strategy.

Your notice of assessment from Canada Revenue Agency (CRA) from your last tax return will include a statement showing your contribution limit for the current year. If you cannot find your assessment, call CRA at 1-800-959-8281.

Absolutely! Please call us and we can send you the necessary form to get you set up so you can view your accounts securely online and at your convenience.

Yes! You can set up Raymond James Ltd. as a payee through your online banking, with your Raymond James Ltd. account number as the reference.