Sophisticated wealth management

Wealthy Families You have worked hard to build your wealth. Now it’s time to preserve it.

We understand the complexity of high-net-worth families and are here to help you preserve and grow your wealth.

Substantial and complex wealth portfolios like yours require a sophisticated and disciplined approach, like ours.

With the constant support of our experienced advisors, we take a holistic approach to family financial affairs. One that aligns with your values and your mission.

We provide wealthy individuals, families and foundations a comprehensive range of custom services to help secure your financial future:

  • coordinating and helping simplify challenging issues
  • providing oversight and reporting requirements
  • ensuring investment due diligence and risk assessment
  • offering custom services
  • We act as your dedicated financial concierge

    We maintain the utmost confidentiality and privacy while:

    • striving to always provide a superior level of personal service
    • coordinating financial affairs across multiple platforms and professionals
    • designing carefully calibrated investment strategies
    • connecting you with opportunities and specialists
  • Family unity is of the utmost importance

    Aside from assisting in managing and preserving wealth, we also strive to promote family unity. We pursue this through financial-education offerings, family governance structures and a transparent communication style.

  • Our family advisory services
    • Family governance
    • Legacy planning
    • Wealth transfer
    • Executor services through Raymond James Trust Canada
    • Philanthropic planning through the Raymond James Canada Foundation
    • Wealth & investment management
    • Insurance & annuities
    • Risk management

Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.