Pragmatic wealth management for families and individuals
With a legacy of guiding multiple generations, we offer personalized wealth management tailored to your family's needs. We coordinate with experts to ensure a seamless approach across all aspects of your life. From private wealth management to estate planning and wealth transfer, we provide comprehensive financial planning supported by cutting-edge resources. Your legacy matters to us. Let our prudent approach maximize it.
Services Include
- Wealth & Investment Management
- Insurance & Annuities
- Strategic Charitable Giving
- Legacy Planning
- Wealth Transfer
- Risk Management
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Preserving Wealth Across Generations
- The Wyndham Group
- 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
- T: 647.577.8727
- F: 416.777.7162
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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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