You're extremely detail oriented. So are we.
You're busy... really busy. We understand that and have tailored our service with efficiency in mind.
You don't have a pension benefit, and are therefore responsible for your own retirement planning.
As a professional service provider, there is a good chance you will be be able to benefit from the use of corporate account structures.
You are no longer a salaried employee, now you receive monthly draws and adjustments representing your contribution to your firm. This change comes with additional responsibilities, financial planning opportunities and tax considerations. Our goal is to take this off your plate so you can focus on your elevated role as partner.
Surplus income is greater than before and mortgage debt is at a more manageable level. Comparing the cost of servicing this debt against potential investment returns and available tax refunds is key. Your job is to think about what level of income is desired in retirement. Our job is to implement proactive strategies with those goals in mind.
After decades of hard work and success, time comes to ask the question, have I saved enough? Consistent income, estate planning and philanthropy become primary concerns. We look after all financial aspects of your retirement transition and introduce the right experts when needed.
Raymond James, Canada’s Largest Independent Investment Firm.
$838 billion in client assets worldwide ($50.5 billion in Canada). $12 billion market cap.
76 analysts globally covering more than 1,300 companies. 17 analysts in Canada covering 260 companies.
Added to the Fortune 500 list in June 2016. Added to the S&P500 index in March 2017.
Member of the Canadian Investor Protection Fund. Regulated by IIROC.
We have helped many Vancouver based lawyers implement financial strategies with the goal of helping them reduce stress, save time, and make more money. We know discussing finances is a personal subject, which is why we want to assure you that your information and anything you share during our conversation will be completely confidential. If you’ve been thinking about your finances lately, we would love to sit down for and have a candid discussion about your finances.
Use of the website is governed by the Raymond James Web Use Agreement.
Raymond James Ltd. is an indirectly wholly-owned subsidiary of Raymond James Financial Inc.
Securities-related products and services are offered through Raymond James Ltd. Member of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd. which is not a member of the Canadian Investor Protection Fund.