Since 1999, I have been helping clients with their wealth management issues in Whitby.
We are located at 79 Baldwin Street, across from the Pour House Wine Bar & Restaurant in the Heritage District of Brooklin. We have been enjoying the benefits of living in Brooklin since 2000 are proud to serve this vibrant and growing community.
Raymond James is a leading North American independent full service investment dealer offering an extensive range of professional investment service and products including: private client services, financial and estate planning services, portfolio management, insurance, equity research, investment banking and institutional sales and trading.
Through its network of approximately 6,300 Financial Advisors across Canada, the United States and key international centres, Raymond James serves more than 2.5 million individual clients and families, and manages more than $405 billion in client assets under administration.
Barbara and I believe quite strongly in giving back to those less fortunate. We are very active with Precious Minds, inspired by their daughter Ellie who has Autism and who attends the Precious Minds Respite Centre, which offers social skills building, fitness, art, music, healthy eating and play. They also support the Salvation Army, their church St. Leos, Windreach Farm, Durham College and the Easter Seals.
Internationally, we fundraiser for Free the Children. We firmly believe that future success is tied to education. Since 2011, we have successfully raised to build three schools in Africa. in 2012, our family participated in the construction of 2 of these schools in Kenya.
"We have been ever grateful to you Bill for your continued professional financial advice over the past decade. We are always appreciative for you faithfully keeping in touch with us to discuss the market ups & downs & guide us through the rough patches before they occur & taking care of our future financial requirements.Hugh & Louise H."
Whether your issues are related to investments, current or future income or estate planning, I look forward to finding you a unique and individual solution