The pursuit of financial success begins with a plan
"Extreme" Service
We prioritize transparent and timely communication, providing you with honest and customized advice—no cookie-cutter responses here. Whether the markets are smooth sailing or turbulent waters, we won't shy away from telling it like it is. We proactively monitor market conditions and swiftly adapt our strategy to sidestep trouble.
- Financially INsync 595 Parkside Drive, Unit 1 Waterloo, ON N2L 0C7
- T 519.883.6031
- F 519.883.6079
- Map & Directions
- Map & Directions
© 2024 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers | Manage Cookie Preferences
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 (CIPF).
Securities-related products and services are offered through Raymond James Ltd.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).
Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).
Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
© 2022 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement