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.