Two diverse perspectives, one united mission: to help you.
Through our firm, Raymond James Ltd., we are a Toronto-based wealth management group that offers the combined financial advisory skills of Charlotte Paul, Investment Advisor, and Mark O’Reilly, Senior Vice President and Portfolio Manager.
Together, we work with divorced and widowed women, medical professionals, charitable organizations and busy investors with sophisticated wealth needs.
Our approach is built upon understanding, strong relationships, deep experience and industry-leading qualifications. We see each and every client relationship as a partnership.