Your team – brings knowledge, experience, integrity

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 R. Worth, PhD, DIC, CIM

Senior Vice President, Portfolio Manager, Private Client Group

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.

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Gerald Allaye-Chan, BA, CIM, CIWM®

Senior Vice President, Portfolio Manager, Private Client Group

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.

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Jason Castelli, CFA

Vice President, Head of Investment Strategy

Jason Castelli has over 16 years of experience in the banking and retail brokerage businesses. Prior to joining Raymond James Ltd. in March 2015, Jason spent five years at CIBC Wood Gundy as Senior Manager, U.S. Equities and Canadian Preferred Share Specialist.

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Harvey Libby

Vice President, Fixed Income & Currencies

Harvey Libby is Manager of the Fixed Income and the Foreign Exchange desks at Raymond James Ltd., with over 30 years of industry experience. He spent over 20 years on a Fixed Income desk trading Provincials, Crown, Corporates and Structured Products.

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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.