To identify your financial goals and objectives, we will follow a very thorough and detailed questionnaire process. As part of that process, we will complete the “Wealth Planning Questionnaire” and the “Wealth Planning Goals & Objectives” together. Subsequent to gathering this information, we will develop a comprehensive, integrated, and objective wealth management roadmap.
Wealth management is a continuous life-long process, prioritizing and guiding your personal decision-making and imposing order on your financial life. Our approach is collaborative and interdisciplinary, aimed to leverage the strengths of all your professional advisors. The roadmap that we create for you and your family will serve as a guide through life’s stages.
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.
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