Skip to content
twitterfacebooklinkedinenvelope
  • T: 705.721.5919
  • F: 705.721.5707
  • T: 705.245.5919
  • T: 705.721.5707
Feel free to reach out.
  • Home
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Socially Responsible Investors
    • Endowments & Foundations
    • Corporations
    • Healthcare Professionals
    • Retirees
    • Women Investors
    • Family Offices
    • Young Investors
    • Non-Profits
    • What Clients Say
  • How We Help
    • How We Help
    • Our Process
    • Specialty Services
    • Strategic Principles
    • Services
    • Alternative Investments
    • Education Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Investment Banking
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Your Team
    • Your Team
    • Jackie Ramler
    • Rachael Porto
    • Joanne Parkinson
    • Andrea Tarini
    • Laura Hemsworth
    • Ella Hedley
    • Our Partners
    • Professional Recognitions
    • About Raymond James
    • Community Involvement
  • Knowledge Centre
    • Knowledge Centre
    • Videos
  • Contact Us
  • Client Access
  • Barrie Office
    186 Bayfield St Barrie, ON L4M 3B5 T: 705.721.5919 F: 705.721.5707
    Map and Directions Map and Directions
  • Midland Office
    699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2 T: 705.245.5919 T: 705.721.5707
    Map and Directions Map and Directions

Specialized insight for family offices

Specialized insight for family offices

Intergenerational wealth management requires a sophisticated and disciplined approach to help you achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of securing your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.

We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.

Aside from assisting in managing and preserving wealth, we also strive to promote family unity. Our professionals pursue this through financial education offerings, family governance structures and a transparent communication style.

With the constant support of our experienced advisors, we strive to give you the confidence that comes with a holistic approach to your family’s financial affairs. One that aligns with your values and your mission.

Services Include

  • Family Governance
  • Legacy Planning
  • Wealth Transfer
  • Philanthropic Planning
  • Wealth & Investment Management
  • Insurance & Annuities 
  • Risk Management

Banking and lending solutions provided by Raymond James Bank. Raymond James Financial Services, Inc., and Raymond James & Associates, Inc., are affiliated with Raymond James Bank, a Florida-chartered bank.

related resources

Comprehensive Life Insurance Analysis

Comprehensive Life Insurance Analysis

How much life insurance do you need? This comprehensive life insu...

Insurance
Estate Tax Planning

Estate Tax Planning

Estate tax planning is very important to preserving your wealth f...

Tax Planning

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
twitterfacebooklinkedinenvelope

Website legal disclaimers
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.

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2021 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

IIROC Logo
Advisor Report