Helping executives manage their financial success
Helping executives manage their financial success
As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, we strive to give you the confidence of knowing we are guiding you on the straightest path to your financial objectives.
Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure your assets are in order and working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor holistic strategies around your specific circumstances.
We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies to protect your family and your legacy. We offer personalized guidance on these important issues and more – allowing you to focus on what matters most.
Services Include
- Insurance & Annuities
- Tax Planning
- Estate and Trust Planning
- Strategic Charitable Giving
- Risk Management
- THRIVE Private Wealth Suite 4100, 525 - 8th Ave SW Calgary, AB T2P 1G1
- T 403.221.0324
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.
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Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
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