An array of investment strategies
An array of investment strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
We sift through the many investment strategies, managers and products to uncover those we believe to be of the highest calibre, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your specific needs, placing your best interests first in all decision-making.
Your assets and needs are unique, and we believe your investment strategy should follow suit.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.
Asset allocation and diversification do not ensure a profit or protect against a loss.
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We are committed to offering you access to a wealth of high-quality investment opportunities. Using our extensive experience with the various choices for your portfolio, we can help guide you toward investments that are the right fit for your circumstances.
Our offerings include:
- Alternative investments
- Separately managed accounts
- Managed discretionary accounts
- Wrap portfolios
- Structured products
- Equities
- Fixed income
- Annuities
- Mutual funds
- Exchange-traded funds
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Our rigorous research and due diligence of investment managers and related products helps ensure we meet the needs of our investors. We provide continuous monitoring and strive to thoroughly vet the wide array of investment strategies we offer. We also stay informed about what’s going on in the markets, reviewing detailed reports and analysis as well as the latest market and economic commentary.
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We employ a personalized process to build a customized, diversified portfolio that addresses your objectives. This process begins with focusing on what’s most important to you as we build a lasting relationship based on understanding and trust. Our team then designs and actively manages your financial plan, adjusting along the way to meet your changing needs.
- Filo Financial Solutions 605 - 2424 4 St SW Calgary, AB T2S 2T4
- T 403.457.9271
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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.
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