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.
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.
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.
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.
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We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.