Hurly Wealth Advisory of Raymond James Ltd., is a broadly resourced, boutique style service for select clients in Canada and the U.S., with a focus on responsible investing.
We partner with executives, professionals, high-net-worth individuals and their families, who are looking for solutions to their complex financial needs. We take pride in offering you independent and individualized investment advice and financial planning.
Together, our process is one of discovery, in which we refine and co-create strategies for your financial success, by leveraging the first-class resources of Raymond James, and our own extensive network of professionals. Providing sound financial stewardship to you is a key strength that we offer.
By working with us, you will gain a better understanding of your present situation and the vision, guidance, and support you want, to make informed decisions for your future.
DISCOVERY ∙ STRATEGIES ∙ STEWARDSHIP