Conservative, pragmatic and proud of the way we do business

The Wyndham Investment Process

DISCRETIONARY MANAGEMENT. PROVEN PROCESS.

The Wyndham Group's discretionary managed portfolio program tailors investments to clients' specific financial goals and risk tolerances. We aim to support our clients in achieving their financial objectives throughout life. Below you will find an explanation of the important elements of this offering.

In the short run, the market is a voting machine, but in the long run it is a weighing machine.

Benjamin Graham

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 offers trust services across Canada. STC is not regulated by CIRO and 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.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Conservative, pragmatic and proud of the way we do business

The Wyndham Investment Process

DISCRETIONARY MANAGEMENT. PROVEN PROCESS.

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