Personalized planning for your financial goals
Members of the Quenneville Walsh Private Wealth Management team of Raymond James Ltd. are not only good with numbers, they are good with people. Within every investment portfolio, you’ll not only find facts and figures, but the very wishes, goals and aspirations of human beings. And while hard financial data certainly demands extraordinary scrutiny, the people these numbers impact deserve even closer attention.
At Quenneville Walsh Private Wealth Management, this is the high-minded principle to which the team members dedicate their practice and apply their experience. They put a face to every financial matter and deliver insightful financial guidance in the most assuredly relevant and understandable manner.
In addition to their knowledge of finance and insights into investing, they strive to become experts about you – building a personal professional relationship, so they can help you fit all the pieces of your financial life together.
Quenneville Walsh Private Wealth Management is very proud to be associated with Raymond James which is one of North America’s leading independent full-service investment dealers.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Portfolio Management
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Get to know Our Team
Information & insight
2023 Outlook: The Seventh Inning Stretch
Online security, protecting your online information
The Season of Giving: Why Having an Estate Plan is a Gift to Others
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- Quenneville Walsh Private Wealth Management
- 2870 Harwood Rte St. Lazare, QC J7T 2H7
- T: 450.202.0999
- F: 450.202.1005
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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