At Worth Allaye-Chan of Raymond James Ltd., we provide customized investment strategies for individual investors, trusts and estates, institutions, corporations, private foundations and not-for-profit organizations. Our institutional client list includes First Nations, unions, and foundations. Strategies range from income generation and wealth preservation to more growth-oriented portfolios. With decades of investment industry expertise, we can develop an appropriate investment strategy to suit your goals.
As Portfolio Managers, we use all the intricacies of risk management, asset correlation and allocation, and other essential elements of building and managing wealth. We take a global approach to investing and seek opportunities wherever they may be. The focus is on your goals, and we are committed to your best interests.
We do not charge custodial fees on assets held with us. If you wish to hold your assets with your own custodian, we can help to arrange this for you.
Brian helps clients arrive at their ideal investment plan, educates, and is responsible for managing investment portfolios. Combining the attributes of businessman, investor and academic, Brian has invested and managed client portfolios for 30 years.
Gerald focuses on building financial plans and managing investment portfolios to help clients achieve their unique financial goal, whether it is saving for retirement, growth for future generations, managing funds for special situations, or wanting to invest with a conscience.
CFP®, Certified Financial Planner™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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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 (CIPF). Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of Canadian Investor Protection Fund (CIPF).
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