Nurturing wealth so you can live a longer, better life in retirement
We specialize in tailoring retirement plans to fit your evolving needs, ensuring that your nest egg supports the lifestyle you envision while safeguarding against potential risks. Our collaborative approach addresses your financial goals, explores trade-offs, and adapts strategies to align with your changing circumstances
Services Include
- Retirement Income Planning
- CPP, QPP and OAS Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
Maintaining income after retirement
Infographic: Debunking Social Security myths
Is a niche retirement community right for you?
Protecting your Social Security payout
- The Wyndham Group
- 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
- T: 647.577.8727
- F: 416.777.7162
- Map & Directions
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). 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' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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