For Burnaby’s Muir Investment Team of Raymond James, the key to their experienced and trusted operation is simple - building a meaningful relationship with each client.
Getting to know you, the client, may sound pretty fundamental for any investment manager. But it’s at the very core of the Muir Investment Team’s commitment and philosophy of providing the highest levels of service. The more their staff can see and understand you and your whole picture, the better they can work towards achieving your financial goals.It’s a client-centric philosophy that transcends merely capitalizing on the ability to wisely manage and grow your investments.
To achieve that flexibility the Muir Investment Team has assembled a well-rounded group of wealth management professionals who possess among them a diverse set of skills that, when combined with their client-focused commitment, results in financial guidance that is uniquely tailored to each individual placed under their care.
Now, that sounds like a solid basis of success, and excellence, in business - a winning scenario for all involved by maximizing after-tax income through meticulous planning, and portfolio management.