Let's bring your financial future into better focus
When you’re not in control of your money, your life choices are limited and it’s harder to follow your dreams. But, when you’re in charge and create a plan you have the power to make both your time and money work for you. Helping you achieve your biggest dreams is what we are here to do. We help you keep your big picture in mind and give you direction as you work toward each of your life goals.
With these intentions leading the way, our vision is to sit down with you in 5, 10, 20 or even 30 years and reflect back on what you’ve accomplished and experienced. We are here to help you avoid the noise and stick with a plan that fits your life.
We offer face-to-face meetings, virtual meetings, regular calls and information for a level of attentive service you don’t just find anywhere. Our highly experienced team works closely together and with you every step of the way as your life evolves to address your financial questions, concerns, and needs in a responsive and thorough manner.
Another important way we serve our clients is our affiliation with Raymond James, one of the largest independent financial services firms in North America, providing an unsurpassed degree of thought leadership and client service support.
- Victoria 1175 Douglas St Ste 1000 Victoria, BC V8W 2E1
- T 250.405.2429
- Map & Directions
- Map & Directions
- Stony Plain 4310 33 Street Suite #118 Stony Plain, AB
- T 780.399.5552
- Map & Directions
- Map & Directions
- Edmonton 2300-10060 Jasper Avenue Edmonton, AB T5J 3R8
- T 780.399.5552
- Map & Directions
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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