Our services

The key to effective financial planning is the ability to identify and analyze your unique goals, taking into account all aspects of your finances.

We offer everything you need on your road to financial success, including investment portfolio management, investment products, and complete retirement and estate planning.

  • Retirement Planning

    Whether you are contemplating retirement or already retired, we can help ensure you have the resources you need for the retirement lifestyle you want and the financial security you need.

  • Financial Management

    Much more than balancing a cheque book monthly, a cash management program helps you reduce debt while prioritizing your income and expenses and gaining peace of mind in the process.

  • Investment Management

    Your investment strategies will change over time, according to your evolving financial needs and risk tolerance as well as inevitable changes in the market, government tax laws, and economic conditions.

  • Risk Management & Insurance Protection

    Insurance can play a crucial role in your comprehensive financial plan. It's a unique tool that can help you protect your dependents and business interests, as well as provide you with tax and wealth transfer benefits.

  • Toronto, ON – Although most Canadians approaching retirement believe they will get to pick the day they step away from their careers, reality has shown that many Canadians are forced to retire at a time other than one of their choosing, Ipsos Reid poll, November 15, 2013
  • 92% are confident they will be able to take care of basic living expenses in retirement. Ipsos Reid poll, November 15, 2013
  • 73% are confident they will be able to enjoy the lifestyle they want in retirement. Ipsos Reid poll, November 15, 2013
  • 72% feel they have the financial knowledge to be able to plan for retirement. Ipsos Reid poll, November 15, 2013

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