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 10060 Jasper Ave Suite 2300 – Scotia Place Tower 1 Edmonton, AB T5J 3R8
- T 780.414.2500
- F 780.414.2599
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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