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.
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
Your goals become ours
- 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
- F 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., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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