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Portfolio Manager, Senior Wealth Advisor, Branch Manager - Family Legacy Advisory Group at Raymond James
With nearly three decades of experience in the financial industry, I’ve had the privilege of working with a number of firms, from banks to independents. This journey has crystallized my core professional principles: unwavering client-centric service, unassailable integrity, absolute transparency, and staunch independence. Our move to Raymond James has not only met but surpassed our expectations. The excitement is palpable as we look forward to what lies ahead—enhancing our offerings to clients and welcoming like-minded advisors to join us in expanding the Raymond James office in Saskatoon. At the recent Portfolio Manager Symposium in Calgary, I had the honor of sharing these insights and observations, reflecting on our collective progress and the promising path forward. Curious about the competitive advantage and supportive culture here at Raymond James Ltd.? Contact me to learn what unique aspects make our firm the perfect place for your business! #GrowWithUs #RaymondJamesAdvantage #JoinOurTeam #DiscoverRaymondJames