Rakesh Vijay Bio Image
Rakesh Vijay, M.Com., M.B.A, PFP
Senior Wealth Manager
Janis Parmar Bio Image
Janis Parmar, CIM®
Financial Advisor
Mudit Painuly Bio Image
Mudit Painuly, CFA
Paulson Ong
Financial Advisor

Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Services we offer

Structured Solutions and Alternative Investments

Having access to structured solutions and alternative investments means having tools to adapt to the ever-evolving investing environment. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labour. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

Education Planning

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

News & resources

How much wood, could a woodchuck...An overview of the Canadian paper and forestry sector

How much wood, could a woodchuck...An overview of the Canadian paper and forestry sector

08/18/2022
Listen to our podcast with Head of Equity Research Daryl Swetlishoff.
Markets & Investing
How rebalancing helps keep your portfolio on track

How rebalancing helps keep your portfolio on track

Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Pride around the World: Iceland

Pride around the World: Iceland

The island nation of Iceland is often referred to as one of the most LGBT-friendly countries in the world.
Life Events, Lifestyle & Technology
Recession talk, a redux

Recession talk, a redux

08/15/2022
Listen to our podcast with fixed income strategist Ellis Phifer and head of investment strategy Nadeem Kassam.
Markets & Investing
Global geopolitical investment themes

Global geopolitical investment themes

08/12/2022
Listen to our podcast with associate analyst, Alex Anderson.
Markets & Investing
Celebrating Pride All Year Long

Celebrating Pride All Year Long

We’re pleased to announce that we’re launching Raymond James’ article series on Pride.
Life Events, Lifestyle & Technology
Client Insights

Client Insights

08/09/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing
An empty nest, what’s next?

An empty nest, what’s next?

08/08/2022
Listen to our podcast with Portfolio Manager, Neela White.
Retirement & Estate Planning
Insights and Strategies

Insights and Strategies

08/02/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing
Quarterly Asset Allocation

Quarterly Asset Allocation

07/19/2022
Abraham Maslow once said, “If the only tool you have is a hammer, everything looks like a nail”.
Markets & Investing
Portfolio Strategy

Portfolio Strategy

07/08/2022
Given the popularity of companies across the US Information Technology (IT) sector (within the S&P 1500 index) with clients, we have fielded many questions, especially as these stocks have sold off quite aggressively from their respective peaks.
Markets & Investing
Insights and Strategies

Insights and Strategies

07/04/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Sophisticated wealth management to serve your individual needs