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  • 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
  • T 416.777.7000 F 416.777.7020
  • Map and Directions Map and Directions

Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.

  • Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of preserving your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.

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  • As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

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  • As a money manager, you expect high-caliber, comprehensive cash management services that can provide you with the time and means to concentrate on your own core business. Moreover, in today's competitive global economy, it's essential for you to have a partner that can help leverage its global footprint to your advantage. As you work to manage your business efficiently and intelligently – maximizing its potential – we’re by your side, providing you with a wide range of services.

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  • You’ve worked hard to accumulate this level of wealth and you deserve a partner who will manage the complexities with careful attention. We understand our clients with significant wealth have unique needs, from tax optimization strategies and generational wealth considerations to liquidity events and charitable giving strategies. As a trusted guide, we can help implement a wealth strategy worthy of your unique position. You can rely on us to manage your well-earned prosperity – now and for the future.

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  • Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.

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  • Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.

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Sample Advisor Site Raymond James Raymond James
  • 416.777.7000
  • Toronto ON 17021
  • 40 King Street W, Ste 5300 Scotia Plaza | Toronto, ON M5H 3Y2
  • F: 416.777.7020
  • Maps and Directions Maps and Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.