A certification of skill – a commitment to serve
It's All About You:
A personalized approach
to managing your wealth
Let us know about the things that matter to you most. Managing your wealth with an eye toward the future demands vigilance and skill, especially in today’s global economy. With your permission, we’ll collaborate with your existing team of professionals – including attorneys and accountants – to create, implement and manage a comprehensive wealth strategy, focused on your needs.
If you don’t already have a team of professionals working on your behalf, we’d be happy to establish one, ready and waiting to help you when the need arises. We’ll ensure your intentions remain on-track, leaving you with more time to focus on the people and things you care about most.
You are the centre of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
Your goals become ours
- THRIVE Private Wealth Suite 4100, 525 - 8th Ave SW Calgary, AB T2P 1G1
- T 403.221.0324
© 2024 Raymond James Ltd. All rights reserved.
Privacy Policy | Advisor Website Disclaimers | Manage Cookie Preferences
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
© 2024 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement