Frequently Asked Questions
How often will I meet with my portfolio manager?
Together you and your portfolio manager will custom-tailor a service plan and transparent reporting plan to meet your unique needs.
How do I read my client statement?
Should you have any questions about your accounts or your account statement, please contact your portfolio manager who will be happy to provide assistance.
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Sophisticated wealth management
- Raymond James Investment Counsel 200 King St W Suite 1902 Toronto, ON M5H 3T4
- T 416.777.7113
- Map & Directions
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David Tasker
President, Raymond James Investment Counsel
[email protected]
Phone: 416.777.7113
© 2024 Raymond James Investment Counsel Ltd.