Patrick Choquette is a financial advisor with Raymond James (USA) Ltd., holding a Series 65 designation and beginning his tenure at the firm in 2025. He has over two decades of experience with Raymond James Ltd. in Canada, where he serves as a portfolio manager and is involved in insurance and estate planning through the firm's related division. Outside of his advisory role, he is a non-active shareholder in a family-owned restaurant, Beatnik's Bistro. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to a diverse client base including individuals, high net worth clients, and institutional investors. The firm combines discretionary and non-discretionary asset management with access to extensive market research and third-party platforms, emphasizing asset allocation, diversification, and long-term investing.

John Keefe is a financial advisor at Raymond James (USA) Ltd. with eight years of industry experience. He holds the Series 65 designation and previously worked for BMO Nesbitt Burns Inc. from 2002 to 2017. Keefe is also employed as a financial advisor at Raymond James Ltd., the Canadian affiliate and parent company of Raymond James (USA) Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary asset management primarily under its Ambassador wrap-fee program.

Daniel Swift is a CFA® charterholder currently serving as a Senior Wealth Advisor and Associate Portfolio Manager at Raymond James Ltd., with over a decade of experience since 2013. He has been with Raymond James (USA) Ltd. since 2024. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing, operating within a broader financial services group and providing access to extensive market research and brokerage resources.

Uyen Pham is a Series 65-licensed financial advisor with Raymond James (USA) Ltd., bringing three years of industry experience. Prior to this role, Pham worked at Beacon Hill Wealth Management LTD and has held multiple positions within the Raymond James group since 2014. In addition to advisory duties, Pham serves as Senior Branch Administrator at Raymond James Ltd., the Canadian affiliate of Raymond James (USA) Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional accounts. The firm emphasizes asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary management through its Ambassador wrap-fee program and third-party platforms.

Jonathan Helm is a Series 65-licensed financial advisor with Raymond James (USA) Ltd., bringing two years of industry experience. His prior roles include positions at San Life and Sun Life Global Investments. Helm is also engaged in life insurance sales and estate planning through Raymond James Financial Planning Ltd., the insurance and estate division of Raymond James Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension plans, and institutional investors. The firm offers fee-based portfolio management with an emphasis on asset allocation, diversification, and long-term investing, combining discretionary and non-discretionary management strategies.

Cynthia Boury is a financial advisor at Raymond James (USA) Ltd. with seven years of industry experience and a Series 65 designation. She has been with Raymond James Ltd. since 2009 and has worked at Raymond James (USA) Ltd. since 2018. Outside of her advisory role, she volunteers with the Estate Planning Council of Canada, attending meetings to support community connections among estate planning professionals. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, and institutional investors. The firm offers fee-based portfolio management through its Ambassador wrap-fee program, emphasizing asset allocation, diversification, and long-term investing, with both discretionary and non-discretionary account supervision.

Tipu Chughtai is a Series 65-licensed financial advisor with Raymond James (USA) Ltd., bringing three years of industry experience. He has worked with Raymond James Ltd. since 2017 and previously spent 15 years at Investors Group Financial Services. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm provides both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, supported by in-depth market research and a broad range of resources.

Bradley Bennest is a CFA® charterholder and Senior Wealth Advisor & Portfolio Manager at Raymond James Ltd. He has 7 years of industry experience and has been with Raymond James entities since 2013. His roles include sales and portfolio management services at the Canadian affiliate of Raymond James. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that offers fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary asset management supported by extensive market research and a broad range of resources.

Lisa Vaughn is a financial advisor at Raymond James (USA) Ltd. with five years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments for four years. Outside of advising, she serves as a Senior Compliance Officer for Raymond James Ltd., spending limited time in this role. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individual, high net worth, institutional, and corporate clients. The firm emphasizes asset allocation, diversification, and long-term investing, with client accounts typically managed on a non-discretionary basis through its Ambassador wrap-fee program.

Eileen Kelly is a financial advisor at Raymond James (USA) Ltd. with a Series 65 designation and four years of experience at Raymond James, following prior roles at Donnelly Advisor Group, Monarch Retirement Strategies, and the Union Club of British Columbia. She is also licensed with Raymond James Financial Planning Ltd., where she is involved in insurance and estate planning. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension and profit sharing plans, and institutional clients. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, and operates as a subsidiary within a larger financial services group.

Guillaume Desjardins Tessier is a CFA® charterholder with eight years of experience in the financial industry. He has worked at Raymond James (USA) Ltd. and Raymond James Ltd. since 2017 and previously spent ten years at RBC Dominion Securities Inc. He serves as a board member of Centre de la petite enfance-les petits lapins, a daycare service provider. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, operating as a subsidiary within a larger financial services group with access to extensive market research and brokerage resources.

John Woodfield is a financial advisor with Raymond James (USA) Ltd. He holds Series 63 and Series 65 licenses and has seven years of industry experience. He has been with Raymond James (USA) Ltd. since 2019 and with its Canadian affiliate, Raymond James Ltd., since 2011. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management and advisory services to a range of clients including individuals, high net worth clients, trusts, and institutional investors. The firm offers both discretionary and non-discretionary asset management with an emphasis on asset allocation, diversification, and long-term investing.

Leonard Schikkerling is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has been employed with Raymond James (USA) Ltd. since 2012 and has worked at its Canadian affiliate, Raymond James Ltd., since 2005, where he serves as a portfolio manager. Outside of his advisory role, he is a director of a private holding company involved in managing a rental property at a ski resort. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, operating as a subsidiary within a larger financial services group with access to extensive market research and brokerage resources.

James Owen is a financial advisor at Raymond James (USA) Ltd. with a Series 65 designation and three years of industry experience. His prior roles include positions at CIBC and RBC Dominion Securities Inc. He is also a financial advisor with Raymond James Ltd., the Canadian affiliate of his current firm. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary management through its Ambassador wrap-fee program and third-party platforms.

Sinan Terzioglu is a CFA® charterholder and Series 63 licensee with one year of experience at Raymond James (USA) Ltd. He has also worked with Raymond James Ltd. since 2018 and previously at DeltaCap Group. Terzioglu holds the position of Wealth Manager at Raymond James Ltd., the Canadian affiliate and parent company of Raymond James (USA) Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional investors. The firm combines asset allocation, diversification, and long-term investing with fundamental, cyclical, and technical analysis, operating primarily through a non-discretionary Ambassador wrap-fee program and third-party platform management.

Vikas Saida is a financial advisor with Raymond James (USA) Ltd. holding a Series 66 designation and has 13 years of industry experience. He has been with Raymond James since 2011, serving both the U.S. and Canadian branches. Outside of his advisory role, Saida is the owner and director of Polaks Wealth Inc., a corporate life insurance licensed entity. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm offers both discretionary and non-discretionary asset management with an emphasis on asset allocation, diversification, and long-term investing, supported by access to comprehensive market research and brokerage resources.

Heather Aked is a financial advisor with Raymond James (USA) Ltd. and holds a Series 65 designation. She has 5 years of industry experience and has been with Raymond James Ltd. since 2014. Outside of her advisory role, she is involved with the Rotary Club of Oak Bay Foundation as a member and volunteers with the Rotary Club of Oak Bay, engaging in fundraising and community service. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to a diverse client base, including individuals, high net worth clients, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing, operating as a subsidiary within a larger financial services group with access to extensive market research and resources.

Brian Weber is a CFA® charterholder and financial advisor at Raymond James (USA) Ltd. with nine years of industry experience. He has been with Raymond James Ltd. since 2016 and with its U.S. affiliate since 2017. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, and institutional accounts. The firm offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investment strategies within a broader financial services group.

Matthew Irving is a financial advisor at Raymond James (USA) Ltd. with a Series 65 credential and two years of industry experience. Prior to joining Raymond James in 2023, he held positions at the Royal Bank of Canada and Work Safe BC. He has additional work experience in education and service sectors. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management primarily through its Ambassador wrap-fee program. The firm serves individuals, high net worth clients, trusts, pension plans, and institutional clients, emphasizing asset allocation, diversification, and long-term investing.

Xiao Du is an Investment Associate at Raymond James (USA) Ltd. with a CFA® designation and experience working at several financial firms since 2022, including Raymond James Ltd., TD Waterhouse Canada Inc., and BMO Nesbitt Burns Inc. Prior to entering the financial industry, Xiao Du worked at Cangary Immigration Consulting Services. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, emphasizing asset allocation, diversification, and long-term investing, supported by market research and a broad range of brokerage and advisory resources.