Providing customized services for discerning clients

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

David Cox, CFA, CMT, FCSI, FMA, BMath

Senior Portfolio Manager, Wealth Advisor

Donald Daggett, B.Sc., CIMA, CIM,PFP

Senior Portfolio Manager, Wealth Advisor

Conor White, CMT, CIM

Wealth Advisor Associate

Criselle Tung

Client Service Associate

Sophisticated wealth management

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., member – 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.

Providing customized services for discerning clients

Always here for you