We Build and Preserve Wealth for Families at all Stages
At Sarginson Private Client Wealth Management of Raymond James Ltd. our main focus is working with families to grow and protect their legacy. We tailor investment portfolios to the unique needs of each client and we pride ourselves on consistent and clear communication.
Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
MEET YOUR ADVISORY TEAM
Sarginson Private Client Wealth Management will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Adam Sarginson
Senior Portfolio Manager
Adam holds the Certified Investment Manager CIM® designation, which allows him to offer fee-based discretionary portfolio management to his private clients. Adam graduated from Dalhousie University in 2001 with a Bachelor of Science in Economics and a minor in Mathematics. Adam has been helping clients and families achieve their goals for over 20 years. His focus on families heightened when Tanya joined the partnership forming Sarginson Private Client Wealth Management.
Tanya Sarginson
Business Development Associate
Tanya joined the financial industry in 2016 following a successful career in fitness. Tanya was the Director of Fitness Operations for the Mayfair Clubs for over a decade. She brought her innovation and organizational skills to collaborate with Adam and Sarginson Private Client Wealth Management was formed. Tanya's family-first approach naturally leads our business to place a high level of importance on our clients and the legacy of their families.
Learn more about us
Raymond James Ltd.
