Raymond James

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135 Bayfield St 300
Barrie, ON L4M 3B3
+1 (705) 734-6302
http://www.raymondjames.ca

Raymond James in Barrie, ON, headed by Senior Wealth Manager/Agent Jay Daley, offers personalized financial advisory services to affluent individuals, business owners, and retirees in Simcoe County and beyond. Specializing in Asset Allocation, Investment Management, and Insurance Planning, Jay collaborates with clients to craft tailored investment and retirement portfolios utilizing various investment options.

With over two decades of experience, Jay holds esteemed designations such as Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and CH.F.C., ensuring clients benefit from his extensive knowledge and commitment to ongoing education. Jay's hands-on approach, coupled with yearly educational pursuits, reflects his dedication to assisting clients in achieving their financial goals.

Supported by Branch Administrator Melodie Couture, Raymond James provides a depth of resources and expertise necessary to help clients navigate the complexities of investing effectively. Established in 1962, Raymond James has become a leading independent financial services company in North America, embodying a legacy of trusted guidance and commitment to client success.

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