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  • Victoria
    1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1 T: 250.405.2434
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  • Calgary
    525-8th Ave SW Suite 4100 Calgary, AB T2P 1G1
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    10060 Jasper Avenue Suite 2300 Edmonton, AB T5J 3R8
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Customized strategies for business owners and entrepreneurs

Customized wealth management strategies for business owners and entrepreneurs

Business owners have unique needs and unique mindsets. Chris’s experience as a former banker/lender and building his own business is a definite asset for our business owner clients. Below Chris shares his insights on how to maximize what is likely your largest asset, your business.

SERVICES INCLUDE

  • Business Succession Planning
  • Retirement Plans
  • Personalized Wealth & Investment Management for Business Owners
  • Risk Management
  • Insurance & Annuities
  • Estate Planning
  • Strategic Charitable Giving
  • Cash Management
Always here for you
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  • Victoria 1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1
  • T 250.405.2434
  • Map & Directions
  • Map & Directions
  • Calgary 525-8th Ave SW Suite 4100 Calgary, AB T2P 1G1
  • Map & Directions
  • Map & Directions
  • Edmonton 10060 Jasper Avenue Suite 2300 Howard Place, Tower 1 Edmonton, AB T5J 3R8
  • Map & Directions
  • Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
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.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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