Personalized wealth management for you and your family, at all stages of your life.
Over the years, we have worked with clients and their professional advisors, including legal advisors and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. We will do the same for you and your family.
We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
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.
Business Planning
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
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.
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
Insights and Strategies
The Advantaged Investor: Helping Mom and Dad Transition to Assisted Living or Retirement Facilities - (Episode 103)
The Family Cottage
Life Stages and Events: Where Insurance is a Strategic Wealth Solution
The Advantaged Investor: Financial Planning – Considerations for Women Investors (Episode 102)
Insights and Strategies
The Advantaged Investor: Fixed Income Market Volatility and a Mid-Year Update (Ep 101)
Advisor Impersonation Warning
- Cindy Boury Private Wealth Management
- 2881 Garden St, Suite 200 Abbotsford, BC V2T 4X1
- T: 604.855.0654
- F: 604.855.0672
- TF: 877.414.7726
- Map & Directions
- Map & Directions
© 2024 Raymond James Ltd. All rights reserved.
Privacy Policy | Advisor Website Disclaimers | Manage Cookie Preferences
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal
© 2024 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.