A personalized approach to managing wealth
A Life Well Planned
A Life Well Lived
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including laywyers and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we will do the same for you.
We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Alternative Investments
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Portfolio Management
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Risk Management
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Information & insight
Insights and Strategies
Quarterly Market Update: US Election Edition
October 2024: Attempting to Stick the Soft Landing
Insights and Strategies
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
The Family Cottage
Life Stages and Events: Where Insurance is a Strategic Wealth Solution
- Garden Street Wealth and Longevity Management
- 3000 Garden St #214 Whitby, ON L1R 2G6
- T: 1.800.265.5676
- F: 905.430.1435
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).
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. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
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