A Partnership Focused On You
Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
Financial planning is the foundation upon which your total wealth management strategy is built and defined. A well-crafted plan for your life is where the discovery journey begins.
- Establish what wealth means to you
- Determine your goals and objectives
- Create a customized plan
- Execute action items to make your goals a reality
Investment management solutions are available to help build your net worth, preserve it or generate income for life. Through a deep discovery process, we will have the important conversations that help define what wealth means to you; how you want to spend and how you want to invest.
- Determine investment objectives, risk tolerance and time horizon
- Construct an appropriate asset allocation strategy
- Evaluate and select suitable investments
- Perform ongoing portfolio monitoring and rebalancing
Insurance solutions are critical to help guard against financial losses due to unexpected events. Providing for and safeguarding those you love from potential risks and uncertainties means building financial protection for them.
- Financially protect your family or business
- Accumulate and transfer wealth using tax-exempt life insurance
- Fund and facilitate a business transfer or continuity cost-effectively
- Guarantee income for life
Tax planning is an integral component of wealth management. Its purpose is to help you retain more of the wealth you have worked diligently to earn.
- Minimize tax liability and preserve wealth
- Prepare and file your tax return
- Identify restructuring opportunities to maximize wealth
- Make informed financial decisions
Estate and trust services help facilitate your wealth transfer wishes now and in the future. Whether acting as an executor, trustee or power of attorney, Solus Trust an affiliate of Raymond James Ltd. provides expertise to create lasting and meaningful legacies.
- Maintain family harmony
- Ensure diligent care of beneficiaries
- Preserve wealth and avoid financial vulnerability
- Facilitate legacies for generations to come
Cross-border solutions are designed to help you navigate the complexities of financial landscapes between Canada and the U.S. Strategies designed to optimize your wealth, minimize tax liabilities, safeguard your assets and ensure seamless financial transitions.
Partner with us to:
- Tailor total wealth planning to a cross-border lifestyle
- Work with one advisor managing assets in both Canada and the U.S.
- Protect and optimize your retirement assets across the border
- Access multi-currency accounts to facilitate seamless transaction
Charitable giving is a positive, life-affirming endeavor. It allows you to give with intention today and leave your mark for the future as you build a lasting legacy.
- Create your family foundation
- Build a charitable legacy
- Maximize impact to your favorite charities
- Initiate a strategic approach to giving