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Private Wealth Management

We provide unique wealth management solutions tailored to clients with a minimum portfolio of $1 million.

Experts in Cash Management

The Cash Management Group combines the expertise of our experienced advisory team with the backing of Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., a publicly traded US-based brokerage firm. We offer both institutional and private investors a wide range of financial services provided with confidence in our client-focused, independent spirit. The minimum investment required to establish a client relationship with our team is $1 million.

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    Our Canadian team covers more than 250 companies across seven diverse industry sectors.

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  • Private

    We provide unique solutions for our clients' wealth management needs.

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