Whom We Serve

People like you

We specialize in helping women and couples who want to ensure they are prepared for retirement. A complete range of wealth management solutions are available to ensure peace of mind in respect to retirement and achieving income requirements. Private consultation, regarding aging and eldercare issues, is offered by an experienced health care professional which is a unique complement to our financial services.

Below are examples of two client situations we have created based on amalgamated past experiences to assist you in understanding what we do. We feel these examples reflect our consultative approach that respects, particularly women, the need for our clients to be treated as collaborative financial partners.

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