Practical wealth management for families and individuals

Your personal and family wealth goals are unique. From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning including coordination with your accounting and legal professional advisors to help ensure our service is in harmony with all aspects of your life.

You've spent a lifetime building a legacy. You can turn to us to help you make the most of it.

SERVICES INCLUDE

Wealth & Investment Management
Insurance & Annuities
Strategic Charitable Giving
Legacy Planning
Wealth Transfer
Risk Management

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. 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 Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

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