Building and preserving wealth at every life stage
At Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. With a full-service product offering, our team will customize the solutions for your unique needs and situation.
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Total Wealth Solutions
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
• Investment Management
• Insurance Solutions
• Tax Solutions
• Estate and Trust Services
• Charitable Giving Strategies
A Partnership Focused On You
MEET YOUR ADVISOR
Shawn Gardner is dedicated to helping business owners, professionals, individuals and their families better position themselves for financial success.
Shawn is a graduate from Northern Alberta Institute of Technology (NAIT) and is a Certified Engineering Technologist (CET). He has also earned and holds Designated Financial Services Advisor (DFSA™), Certified Executor Advisor (CEA®) and Certified Exit Planning Advisor (CEPA®) designations. He is currently working on earning his Certified Financial Planner (CFP®) designation.
His background in engineering technology gives him a unique perspective on problem-solving and analytical thinking. His approach is client-centered and believes in building long-term relationships based on trust and understanding. He offers comprehensive strategies tailored to each client's unique needs. Shawn is passionate about empowering clients to make informed financial decisions that support their long-term financial well-being.
Outside of his professional endeavors, Shawn finds immense fulfillment in his role as a devoted husband and father of two young children. He takes great pride in having raised his nephew into a successful adult, a journey that has enriched his understanding of family dynamics and financial responsibility.
MEET OUR SPECIALISTS
Administration
David Reavie
Licensed Service Assistant, Raymond James Financial Planning Ltd. (Canada)
- Manages the administrative workflow for the team, account opening and maintenance.
- Over 12 years’ experience in the financial services industry, including 7 with Raymond James.
- A licensed Registered Representative.
Financial Planning
Craig Thomas
Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Works with clients to plan for their entire financial picture including; retirement, tax, risk management, and estate and trust planning.
- 15 years of industry experience including 3 years with Raymond James.
- A Registered Financial and Retirement Advisor (RFRA), Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI).
Insurance Solutions
Karine Orser
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Personable approach to building strong relationships with clients to help solve complex financial problems.
- Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
- A certified health insurance specialist with a diploma in business management.
Estate & Trust Services
Damian McGrath
Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James
- A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
- Over 20 years of industry experience in the following provinces: AB, SK, and BC.
- Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
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 relationships. 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. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
Learn more about us
Raymond James Ltd.
