Willow Wealth Management of Raymond James Ltd.

 

GROWTH. BALANCE. HARMONY.

The willow tree is known to represent , and. Bending not breaking. A strong tenacity to live well.

Like the willow, we strive to help you achieve between your personal and financial goals, through tailored financial planning, and through our comprehensive approach to managing wealth.

Our clients are at the centre of our focus – now and always. We strive to cultivate a genuine and trusting relationship with each one of you. This allows us to have a good understanding of what is important to you, thereby enabling us to deliver a financial experience that balances your unique personal and financial objectives. We are here to make achieving your financial goals as effortless as possible – and maybe even have a little fun in the process!

Our down-to-earth approach goes well beyond the days of just “stocks and bonds”. We are committed not only to helping you grow your wealth, but also to seeing that you achieve your personal and financial goals.

We are profoundly honoured by the trust placed in us and we work hard to earn that trust every day.

Kirsty Thomson, Financial Advisor

Jill Cramp, Financial Assistant

Willow Wealth Management of Raymond James Ltd.

Suite 1000 – 1175 Douglas Street

250.405.2480

www.willowwealth.ca

Upcoming (0)

Sorry, there are no upcoming events

Past (1)

Willow Wealth Management Presents Fashion for Transition primary image

Willow Wealth Management Presents Fashion for Transition

Thu, Oct 13, 7:00 PM

Check ticket price on event

Willow Wealth Management Presents Fashion for Transition primary image

Willow Wealth Management Presents Fashion for Transition

Thu, Oct 13, 7:00 PM

Check ticket price on event

 

GROWTH. BALANCE. HARMONY.

The willow tree is known to represent , and. Bending not breaking. A strong tenacity to live well.

Like the willow, we strive to help you achieve between your personal and financial goals, through tailored financial planning, and through our comprehensive approach to managing wealth.

Our clients are at the centre of our focus – now and always. We strive to cultivate a genuine and trusting relationship with each one of you. This allows us to have a good understanding of what is important to you, thereby enabling us to deliver a financial experience that balances your unique personal and financial objectives. We are here to make achieving your financial goals as effortless as possible – and maybe even have a little fun in the process!

Our down-to-earth approach goes well beyond the days of just “stocks and bonds”. We are committed not only to helping you grow your wealth, but also to seeing that you achieve your personal and financial goals.

We are profoundly honoured by the trust placed in us and we work hard to earn that trust every day.

Kirsty Thomson, Financial Advisor

Jill Cramp, Financial Assistant

Willow Wealth Management of Raymond James Ltd.

Suite 1000 – 1175 Douglas Street

250.405.2480

www.willowwealth.ca

Events

Sorry, there are no upcoming events
Willow Wealth Management Presents Fashion for Transition primary image

Willow Wealth Management Presents Fashion for Transition

Thu, Oct 13, 7:00 PM

Check ticket price on event

Willow Wealth Management Presents Fashion for Transition primary image

Willow Wealth Management Presents Fashion for Transition

Thu, Oct 13, 7:00 PM

Check ticket price on event