We know choosing an advisor isn’t easy.
We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.
Insights and Strategies
It’s difficult to get through an hour of business (or political) news lately without hearing about the U.S. debt ceiling.
Markets & Investing
Philanthropy, Raymond James Canada Foundation and RJ Cares
Listen to our podcast with Eric Saarvala and Sarah Brillinger.
Life Events, Lifestyle & Technology
Transferring the family business and estate planning
Listen to our podcast with Damian McGrath.
Retirement & Estate Planning