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Products & Services

Individual Specialization & Combined Expertise

Our diverse experience and specialized skills allow us to truly provide our clients with a complete range of financial services including:

  • Discretionary Portfolio Management
  • Conservative and comprehensive financial planning
  • Active investment management with an income and growth approach focused on risk management
  • Investment Policy Statement creation and implementation
  • Sophisticated portfolio design using individual Common Stocks, Trust Units, Exchange Traded Funds, Preferred Shares & Bonds
  • Portfolio Management with selected external managers
  • Corporate finance and venture capital opportunities
  • Trading desk with experienced and active traders
  • Unique and prudent option trading strategies

Regular Communication & Daily Market Assessment

Actively managing investments takes time and effort as does providing you with the level of communication and service you deserve. With 13 investment professionals working for you, we ensure client investments are closely followed, portfolio reviews are completed on a timely basis and you still receive direct contact and communication. Our commitment to regular and on-going communication has helped us build long-term relationships based on trust, integrity, and professionalism.

©2017 Raymond James Ltd. All rights reserved.

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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 (CIPF).
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member CIPF.
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