Helping you navigate the ever-changing landscape of life so you can have peace of mind
Acting in our clients’ best interest is at the heart of everything we do and it shows in the long lasting relationships we have with our clients. We provide peace of mind not only by managing your money but by connecting you with the information and the network of professionals you need to feel secure in your goals. We will provide you with solutions to get you organized so you can:
- Take care of your loved ones
- Have more time for the things that really matter to you
- Live fear free
We listen, educate and support our clients and their loved ones as they go through life’s transitions such as: retirement, losing your spouse through death or divorce, and passing your estate on to the next generation.
Seeking guidance is one for the smartest steps you’ll take, especially when it comes to your finances! The market, just like life, can bring about opportunities as well as challenges. Your success is our success!
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
Your goals become ours
- PAX Portfolio Advisory Suite 2300 - 10060 Suite 2300 – Scotia Place Tower 1 Howard Place, Tower 1 Edmonton, AB T5J 3R8
- T 780.414.2500
- F 780.414.2599
- Map & Directions
- Map & Directions
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.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.