A personalized approach to your financial goals

With more than 50 years of combined experience in the financial services industry, the South Delta Financial Group office of Raymond James Ltd., advises clients on a broad range of investments and services. The cornerstone of our practice is to provide you with comprehensive financial, retirement, tax and/or estate planning.

The key to effective financial planning is the ability to take into account all relevant aspects of your financial situation and to identify and analyze your unique objectives. Think of it as a continuous life-long process, prioritizing and guiding your personal financial decision-making and imposing order on your financial life as you live it. A financial plan for you and your family creates a comprehensive and integrated roadmap as you travel through your life's stages.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you and your family. We are there each step of the way in pursuit of your personal financial goals.