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

Jeff Quenneville
Jeffrey Quenneville
Investment Advisor
Richard
Richard Walsh, B.Sc.
Investment Advisor
Mark Quenneville
Mark Quenneville
Investment Advisor
Catherine Healy
Catherine Healy
Branch Administrator
Carole Schneider
Carole Schneider
Client Services
James Randall
Administrative Assistant
Christine
Christine Snihur
Administrative Assistant
Nicole
Nicole Quenneville, BComm
Licensed Assistant

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie

Information & insight

Oil & Gas sector

09/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing

The Ins and Outs of the First Home Savings Account (FHSA)

09/08/2023
Listen to our podcast with Ines Iraoui.
The Advantaged Investor

Insights and Strategies

08/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end, between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing

ETFs and Mutual Funds – What are fund flows telling us?

08/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing

10 common scams and how to avoid them

08/04/2023
Familiarize yourself with these common swindles.
Life Events, Lifestyle & Technology

Navigating Generational Shifts in the Workplace

08/03/2023
The presence of five generations in a single workforce is shaking things up for business owners.
Business Ownership
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