Client Resources

Life Well Planned

Let’s just say we look both ways before we look both ways. When it comes to money, specifically your money, we believe there is no substitute for a carefully considered, passionately disciplined investment approach.

Seminars & Events

Market Commentary




Please note that the following calculators require Adobe Flash to run.

Where does My Cash Flow Calculator

Net Worth Calculator

Tax Calculator

Ottawa’s Final Tax Bite Calculator

Will the Money Last? Calculator

Tale of Two RRSPs Calculator

RRIF Payment Schedule Calculator

Life Insurance Needs Calculator

Mortgage Payment Calculator

Pay Down Debt or Invest Calculator

Contact Us

We welcome clients who want to improve their personal financial status and are willing to work with us to accomplish that objective together.

Prospective and existing clients are offered a comprehensive audit of your personal assets and wealth without cost.

  • Raymond James Ltd., Independent Financial Services

    Waterloo City Centre

    Suite 175 - 100 Regina St. South,

    Waterloo, ON

  • Tel: 519-743-7774

    Fax: 519-743-3335

Contact Us Today