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You may find yourself at a point in time having to make important personal and financial decisions. Our experienced, compassionate and dedicated team provides quality service through integrity and trust. We are available to assist you and your family with support and guidance through these life events.
Estate and trust services
Comprehensive financial, retirement and estate planning
Investment management – equities, mutual funds, fixed income products Insurance and Annuities
TERRY PARTIS, CFP
Senior Wealth Advisor
T: 403-580-4383 | TF: 1-888-580-4390 terry.partis@raymondjames.ca
JAYSON O’DELL
Associate Wealth Advisor
T: 403-580-4376 | TF: 1-888-580-4390 jayson.odell@raymondjames.ca
Securities-related products and services are offered through Raymond James Ltd., Member - Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a Member - Canadian Investor Protection Fund.
