Sartorial Wealth Of Raymond James Ltd

At Sartorial Wealth of Raymond James Ltd., your personal and financial success is our top priority! The word “sar-tor-ial” comes from Late Latin sartor which translates to “tailor”. We have created a tried and tested 6 step process to getting your ‘custom fit’ plan made. We ‘tailor’ the investment strategy of the financial plan around your unique goals and objectives. A recent study conducted by the Financial Planning Standards Council revealed that 69% of Canadians still don’t have a formal financial plan. My questions to those who stated they don’t have a plan are: 1. Do you know where you are going? 2. How do you know when you’re there? In our experience, we have used our process to guide motivated professionals, business owners, consultants through all stages in their career path and family life. Give us a call today to see if a ‘custom fit' plan is right for you.