Having an experienced investment manager can help simplify the complexities of your wealth, and it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help you identify many opportunities, to help make your life easier.
We can provide you with investment services and guidance that make the most sense for you and your family. The Mary Hagerman Group will be there to help you each step of the way as you pursue your personal financial goals.
Dynamic thinking makes a difference
We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients, and that’s what we offer you.
Impeccable attention to every detail
Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.
- 1000 De La Gauchetière Street West Suite 2600 Montreal, QC H3B 4W5
- 438.844.6661
- 514.871.1481
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. 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 Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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