Comprehensive guidance to support your needs
While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.
Insights and Strategies
Philanthropy, Raymond James Canada Foundation and RJ Cares
Transferring the family business and estate planning
Pay Off Debt with a Plan in Mind
Ten Common Scams and How to Avoid Them
Financial Planning Myths
Insights and Strategies
Navigating the Current Economic Landscape: Opportunities and Challenges for Investors
Aging in place
- Blue Wing Advisory Group: 200 King Street Suite 1806 Toronto, ON M5H 3T4
- T: 416.597.7900
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
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Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
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