Personalized planning for your financial goals

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

The Executive Wealth Advisors team of Raymond James Ltd. is ideally situated to service clients from all over Simcoe County, including Collingwood, Orillia, Barrie and Midland, as well as Toronto.

We combine our expertise, professional experience of over 25 years and the strength of Raymond James to develop and execute your financial goals by providing solutions for investments, tax efficiency, retirement and estate planning.

We provide a wide range of financial services and insurance solutions that meet the needs of:

  • Retirement Income Security
  • Corporate Tax Mitigation
  • Education Funding
  • Employee Benefits
  • Income Security Protection
  • Estate Protection.

Our team works with additional specialists to focus on a wide range of insurance and investment planning strategies. Moreover, we are experts in managing portfolios within a broad spectrum of financial accounts including RRSPs, RESPs, and TFSAs.

Corporations

Corporations

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Trusted and comprehensive guidance to support your needs and corporate mission
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Endowments & Foundations

Endowments & Foundations

06/08/2018
Delivering strategic solutions to support and sustain the mission of your foundation
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Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
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Corporate Executives

Corporate Executives

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Helping you manage your financial success
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Business Owners

Business Owners

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Unique solutions for business owners and entrepreneurs.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Jackie Ramler

Jackie

Ramler, MBA, CFP®, RIA, CIM®, FCSI™, FMA Portfolio Manager
Joanne 1

Joanne

Parkinson Wealth Advisor Assistant
Andrea Tarini

Andrea

Tarini Wealth Advisor Assistant
Ella 1

Ella

Hedley Administrative Assistant
Bio Headshot Juchita Roman

Juchita

Roman Administrative Assistant

Laura

Hemsworth Administrative Assistant
Sophisticated wealth management