We are the investment manager of choice for institutional cash management and private client wealth management. Our capabilities allow us to work with Institutional Investors and Private Clients to provide them with unbiased financial solutions.
Institutional Cash Management
In today’s competitive yield environment, we understand the challenges faced by Treasurers and CFOs in maximizing profitability while maintaining liquidity. We are the investment manager of choice for some of the largest and most widely known companies, government agencies and charitable organizations. Our disciplined cash management process and product offerings allow our institutional clients to achieve their investment goals with efficiency. We have relationships with over 40 financial institutions and have the largest network of deposit issuers in the country. You can think of us as a Mortgage Broker for cash deposits, where we would shop to get you the best available rates on Canadian dollar and US dollar cash investment products including GICs, High Interest Savings and Money Markets.
Private Client Wealth Management
We help individuals, business owners and their families to make wise decisions regarding the management and preservation of their current and future wealth. We work with our clients to introduce comprehensive wealth management strategies and provide customized solutions in the areas of financial/retirement planning, estate planning, insurance solutions, investment management, and tax strategies.
Cross Border Services
By being registered in both countries and well connected to other cross-border centers of influence, we can offer you more than just a Canadian wealth management solution. We can offer you a holistic wealth management solution and coordinate your entire portfolio of assets to keep you on track to achieving your financial goals.
Dynamic thinking makes a difference
We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.
Michael Dehal
- 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
- 416.777.7092
- 416.777.7020
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Website legal disclaimers
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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