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Services and Products

At Raymond James, we are under no obligation to sell proprietary products, so our advice can be completely unbiased.  This is an extensive, but not exhaustive list of what we offer to clients:

Services

  • Retirement & Savings Analysis
  • Business Succession Planning
  • Partnership Agreement Funding & Planning
  • Financial, Tax & Estate Planning
  • Cash & Risk Management for Business Owners & Professionals
  • Condominium & Strata Contingency Reserve Fund Design
  • Life Insurance Analysis & Review
  • Education Planning

Accounts

  • Registered Retirement Savings Plan Accounts (RRSP’s)
  • Registered Education Savings Plan Accounts (RESP’s)
  • Registered Income Fund Plan Accounts (RRIF’s)
  • Tax Free Savings Accounts (TFSA’s)
  • Corporate Investment Accounts
  • Margin & Unregistered Investment Accounts
  • USD Investment Accounts
  • Trust Accounts

Investment Products

  • Stocks
  • Bonds
  • Mutual Funds
  • GIC’s
  • High Interest Savings
  • Fee based, High Net Worth investment accounts (Partner’s Program )

Insurance Products

  • Term Life
  • Whole Life
  • Universal Life
  • Disability Insurance
  • Long Term Care Insurance
  • Critical Illness Insurance
  • Annuity
  • Private Health Services Plans

 

If advice outside of our expertise is required, AWM has an extensive network of professionals who can provide for your needs.  These experts have been through an extensive vetting process to assure they adhere to our high standard of care, expertise and professionalism.

Some of the services we provide referrals for are:

  • Accounting & Tax Planning Services
  • Banking Services
  • Legal Advice
  • Mergers and Acquisitions Services
  • Mortgage Lending
  • Real Estate Consultation & Sales Services
  • Professional Consulting Services