Why People Choose to work with us

OUR FIRM

Raymond James is the largest independent wealth management firm in Canada with over US$1 trillion in client assets worldwide. Our client-first focus is underscored by our core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

OUR TEAM

Clients of Living Richer Wealth Management enjoy the service and attention of a boutique practice with the resources and bench-strength of a large firm. We purposely keep our practice to a select number of high-net-worth families to ensure we are able to provide high-touch, personalized service. It’s one of the reasons we were named to the Globe & Mail’s list of Canada’s Top Wealth Advisors in 2022.

OUR PROMISE

Our priority is to become your most trusted advisor. We do this by addressing all of your wealth management needs in order to help you achieve your life goals. We stay in contact through regular correspondence, in-person meetings, and we return calls promptly. We value relationships and treat your money as if it’s our own. It’s why many of our clients have worked with us for over two decades.

“Wealth is more than just money –
I am inspired every day by helping my clients achieve their dreams.”
–Mark Shimkovitz