Personalized planning for your financial goals
Your financial goals, aspirations and investment needs are just that – yours. Your financial plan should reflect them. Rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame, and your individual tolerance for risk.
We offer fee-only portfolio and investment advisory services for Canadian and American individuals, corporations, and trusts.
We design and provide just the right combination of financial services, support and guidance that makes the most sense for your unique requirements. We are excited to be there to help you each step of the way in pursuit of your personal financial goals.
Our clients are individuals, families or corporations with a minimum of $150,000 of investable assets, who are ready to take action to achieve their financial goals.
Are you a potential client?
Are you excited about:
- Owning your financial future
- Having a clear financial roadmap
- Growing your portfolio with tax efficiency
- Having a plan to preserve your legacy
- Passing your wealth to your next generation and minimizing taxes
- Working with a team who always stay on top of your investments and implementation of your financial roadmap
Let’s start with a conversation.
We will answer any questions you may have about our services or your situation and goals.
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
Your goals become ours
- BLA Private Wealth 20 Erb St. West Suite 1001 Waterloo, ON N2L 1T2
- T 519.707.0064
- F 519.231.0459
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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. 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 Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. 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.
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