Raymond James

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. Generated from the website content

Raymond James in Barrie, ON is a reputable financial services firm offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized service and tailored financial planning, Raymond James strives to help clients achieve their long-term financial goals through strategic investment strategies and comprehensive financial advice. Generated from their business information

Real Mortgage Associates Inc. is a licensed mortgage brokerage located in Barrie, Ontario, offering a wide range of mortgage products and services to meet the diverse needs of clients. With a focus on providing professional and unbiased advice, they assist first-time homebuyers, investors, and those looking to refinance in making informed decisions. The brokerage utilizes advanced mortgage market technology to access various lenders across Canada, ensuring clients receive competitive rates and options tailored to their financial goals. Their commitment to simplifying the mortgage process includes providing useful tools, resources, and a knowledgeable team ready to guide clients through every step. Generated from the website