TORONTO, May 16, 2017 /CNW/ - Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., is pleased to welcome Kevin Webber, Daniel Brodlieb and the Webber, Brodlieb & Associates team to The 53rd, the firm's corporate branch based in Toronto's Scotia Plaza.
"Kevin, Daniel and their team share a keen focus on putting the needs of their clients first in all that they do," says Richard Rousseau, Executive Vice-President and Head of Wealth Management at Raymond James Ltd. "They have exceptional client relationships that represent over $500 million in assets under management. We are honoured to welcome them and their clients to the Raymond James family."
Kevin Webber, Senior Vice President and Portfolio Manager, Private Client Group, has been providing wealth management solutions for his clients for 35 years. As a portfolio manager, considered one of the industry's highest designations, Kevin focuses on research and risk mitigation to advise his clients.
Daniel Brodlieb, Financial Advisor, has been in the investment industry for almost 10 years. Daniel graduated from Queens University with a BA in philosophy and economics and has passed Level I of the CFA program. He is also a licensed insurance advisor.
They are joined by Marianne Ewasyn, Senior Financial Advisor Assistant; Deirdre O'Callaghan, Financial Advisor Assistant; and Lucy Gomes, Financial Advisor Assistant, who assist in all the various aspects of the business, including administration, client service and trading.
"We were drawn to Raymond James because of its unique culture that celebrates and nurtures independent advice and personalized solutions for clients," says Kevin Webber. "This non-bureaucratic environment enables us to offer our clients the best of both worlds – world class products and services delivered to Canadians coast to coast."
Raymond James is a leading North American independent full service investment dealer offering an extensive range of professional investment services and products, including: private client services, financial and estate planning services, portfolio management, insurance, equity research, investment banking, and institutional sales and trading. Through its network of approximately 7,200 financial advisors across Canada, the United States and key international centres, Raymond James serves individual clients and families across more than 3 million accounts and manages more than US$643 billion in client assets under administration. For more information about Raymond James, please visit our web site at: www.raymondjames.ca.
SOURCE Raymond James Ltd.
Peter Kahnert, Senior Vice President, Corporate Communications & Marketing, Raymond James Ltd., Tel: (416) 777-7063, Email: [email protected]
Raymond James is a leading North American independent full service investment dealer offering an extensive range of professional investment services and products, including private wealth management services, financial and estate planning services, portfolio management,...
Also from this source
Share this article