Raymond James (USA) Ltd

Johnathon Mc Lean is a financial advisor at Raymond James (USA) Ltd. with four years of industry experience. He holds a Series 65 designation and has been affiliated with Raymond James Ltd. since 2009. Outside of his advisory role, Mc Lean is the owner, director, and president of Redwood Research Group Ltd., a quantitative asset class research and analysis firm. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension 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.

Matthew Kassian is an investment advisor with Raymond James (USA) Ltd., holding a Series 65 credential and seven years of industry experience. He previously worked at Assante Financial Management Ltd. before joining Raymond James in 2018. Outside of his advisory role, Kassian coaches youth hockey. Raymond James (USA) Ltd. serves individuals, high net worth clients, trusts, pension and profit sharing plans, as well as corporate and institutional clients through fee-based portfolio management and advisory services. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary asset management within a broader financial services group.

Andrew Booth is a CFA® charterholder with nine years of industry experience, currently serving as a portfolio manager at Raymond James Ltd. in Canada since 2017. He also works at Raymond James (USA) Ltd. and has prior experience with TD Waterhouse Canada Inc. Booth’s role includes sales and portfolio management services within the Canadian affiliate of Raymond James. 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 and profit-sharing plans, and institutional clients. The firm provides both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing while leveraging in-depth market research and a broad range of brokerage and advisory resources.

Darren Alexander is a financial advisor at Raymond James (USA) Ltd. with a Series 65 credential and over nine years of industry experience. He previously worked at Manulife Wealth before joining Raymond James Ltd. and subsequently Raymond James (USA) Ltd. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, emphasizing asset allocation, diversification, and long-term investing.

Edward Teodoro is a financial advisor at Raymond James (USA) Ltd. with Series 63 and Series 65 licenses and 1 year of industry experience. He was previously employed at RBC Dominion Securities Inc. from 2007 to 2024. Teodoro also serves as a Senior Portfolio Manager at Raymond James Ltd., the Canadian affiliate of his current firm. 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, providing clients access to a range of brokerage resources and third-party platforms.

William Pollard is a financial advisor with Raymond James (USA) Ltd. He holds Series 63 and Series 65 designations and has four years of industry experience. He has been with Raymond James Ltd., including its U.S. affiliate, since 2002, serving in portfolio management and sales roles. 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, pensions, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary management through its Ambassador wrap-fee program and access to third-party platforms.

James Dalrymple is a Senior Financial Advisor and Portfolio Manager at Raymond James (USA) Ltd. with 15 years of industry experience. He has worked at Raymond James since 2008 and owns Dalrymple Wealth Counsel Group Inc., a support company based in Toronto. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension and corporate plans, and institutional clients. The firm offers fee-based portfolio management with an emphasis on asset allocation, diversification, and long-term investing, operating as a subsidiary of a larger Raymond James group with access to extensive market research and advisory resources.

Manjinder Dehal is a financial advisor with Raymond James (USA) Ltd., holding a Series 66 designation and bringing 12 years of industry experience. He has been with Raymond James since 2011, working within both the Canadian and U.S. affiliates. Outside of his advisory role, he serves as Chief Executive Officer of the Cleft Prevention International Foundation Inc. and is a volunteer director for the Smile Train Canada Foundation. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management and related advisory services to individuals, high net worth clients, trusts, and institutional clients. The firm offers both discretionary and non-discretionary asset management with a focus on asset allocation, diversification, and long-term investing, supported by in-depth market research and a broad range of brokerage and advisory resources.

Patrick Caffrey is a Series 65 licensed financial advisor with Raymond James (USA) Ltd. He has been with Raymond James Ltd. since 2012 and with the U.S. affiliate since 2022, totaling over 14 years in the industry. His role includes tax and estate planning, and he volunteers on the Economic Advisory Committee for the City of Richmond, providing feedback on local economic development. 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 while providing access to extensive market research and brokerage resources.

Martin Danielak is a CFA® charterholder affiliated with Raymond James (USA) Ltd. He has over a decade of experience in the financial industry, including roles at Canaccord Genuity Corp., Enduro Financial Corporation, and Richardson GMP Limited. He currently serves as an Associate Portfolio Manager 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, 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.

Jacqueline Ramler is a financial advisor at Raymond James (USA) Ltd. with six years of industry experience. She holds a Series 65 designation and has been with Raymond James Ltd. since 2006. Outside of her advisory role, she is the owner of Executive Wealth Advisors Inc. and serves as chairperson of Living Green Barrie, a charitable organization focused on environmental education. 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 while offering both discretionary and non-discretionary management through its Ambassador wrap-fee program and third-party platforms.

Adam Mchenry is a CFA® charterholder and financial advisor with nine years of industry experience. He is currently with Raymond James (USA) Ltd. and Raymond James Ltd., having previously worked at Manulife Securities Incorporated and BMO Nesbitt Burns Securities Ltd. Outside of his advisory role, he is involved in insurance and estate planning through Raymond James Financial Planning 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 and corporate plans. The firm emphasizes asset allocation, diversification, and long-term investing, providing both discretionary and non-discretionary asset management within a broader financial services group.

Carmen Jankey is a financial advisor at Raymond James (USA) Ltd. with eight years of industry experience. She has been with Raymond James Ltd since 2016 and Raymond James (USA) Ltd since 2017, holding a Series 65 designation. 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 offers both discretionary and non-discretionary asset management, emphasizing asset allocation, diversification, and long-term investing, and operates as a subsidiary within the larger Raymond James group.

Lawrence Eiben is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James (USA) Ltd. since 2012. He is also a board member of the Development Disability Association and coaches youth baseball, dedicating time to community involvement outside his advisory role. Additionally, he is working on writing a book. 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/profit sharing plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary management, supported by extensive market research and a broad range of resources.

Ian Tasker is a financial advisor at Raymond James (USA) Ltd. with six years of industry experience. He holds a Series 65 designation and has worked at Raymond James Ltd. and TD Waterhouse Canada Inc. Prior to his current role, he served as a financial advisor and is a member of the Board of Directors and Finance Committee for the Developmental Disabilities Association, a nonprofit organization. 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 while offering both discretionary and non-discretionary management through its Ambassador wrap-fee program.