Over the last 8 years, he has worked with approximately 300 – 400 high net worth families across the country in implementing effective wealth solutions.
Johannes has chosen to partner with Raymond James Ltd, the largest independent full-service brokerage firm in Canada.
Johannes has worked over the last 8 years with over 300 high net worth families across the country in implementing effective wealth management solutions without a "product" focus.
His strengths include delivering comprehensive and integrated wealth management services, portfolio construction and investment management, insurance reviews, pension assessments and working with cross-border clients.
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Financial Planning, Wealth Management, Discretionary and Non-Discretionary Portfolio Management and Insurance Planning.
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Monte was introduced to me from a business networking group in Vancouver and we click...to add Raymond James Ltd map to your website;
