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  • Barrie Office
    186 Bayfield St Barrie, ON L4M 3B5 T: 705.721.5919 F: 705.721.5707
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  • Midland Office
    699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2 T: 705.245.5919 T: 705.721.5707
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Helping executives manage their financial success

Helping executives manage their financial success

As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.

Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure your assets are in order and working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances. 

We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies to protect your family and your legacy. We offer personalized guidance on these important issues and more – allowing you to focus on what matters most.

Services Include

  • Insurance & Annuities
  • Tax Planning
  • Estate and Trust Planning
  • Strategic Charitable Giving
  • Risk Management
Sophisticated wealth management
Always here for you
  • Barrie Office 186 Bayfield St Barrie, ON L4M 3B5
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Midland Office 699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2
  • T 705.245.5919
  • T 705.721.5707
  • Map & Directions
  • Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
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