Pragmatic wealth management for families and individuals
Pragmatic wealth management for families and individuals
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with accounting and legal professional advisors to help ensure our service is in harmony with all aspects of your life.
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
Services Include
- Wealth & Investment Management
- Insurance & Annuities
- Strategic Charitable Giving
- Legacy Planning
- Wealth Transfer
- Risk Management
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- 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.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement.
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Raymond James (USA) Ltd. is a member of FINRA/SIPC.
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