SOPHIA FINANCIAL OF RAYMOND JAMES

At Sophia Financial, we are thoughtful strategists who build integrated financial plans and investment portfolios to align with the personal values of the people we serve. Sophia Financial of Raymond James Ltd. has developed a unique process for determining our clients' objectives within the context of their personal beliefs and highest ideals. While it is systemized for efficiency, our application of this powerful process is done with a level of sensitivity and a spirit of service that are not often present in larger bureaucratic institutions. Our process is called "The Sophia Way" in light of how we deliver our suite of services. It is a way of sharing, a way of educating, a way of wisdom, a way of connection and collaboration, that guides us on the path to financial success... At Sophia Financial, we recognize that it's not only what we do but also how we do it that impacts our world. We seek to create a new model of investment services delivery that has a positive impact for both..

Also known as: Sophia Financial, Sophia Financial Group, Sophia Financial of Raymond James Ltd.

Primary location: Toronto Canada