WAYPOINT ADVISORY GROUP - Key Persons
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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Job Titles:
- Associate
- Financial Advisor
- Member of the Your Team
Ryan Mahaffy understands that serving clients' financial and investment needs begins with building strong, lasting partnerships. He focuses on listening and understanding each client's current financial situation as he believes everyone's needs and goals for the future are unique. As a financial advisor for Raymond James, he has the freedom to offer both unbiased advice and resources to work with clients to enhance their financial security.
Having previously worked with a local Credit Union for over 8 years, Ryan has completed the Canadian Securities Course and earned a Level 1 Certification with the Financial Planning Standards Council. Ryan is US-licenced and some of the accounts he manages for clients include; RRSPs and RRIFs for Canadians living in the USA, IRAs for Americans living in Canada, Investments for Americans wanting Canadian securities and American-resident children of Canadian-resident parents.
Ryan is very active in the Penticton community. He enjoys the sport of Triathlon and has competed in Ironman Canada twice and looks forward to more racing in the future. He lives in Penticton with his wife and two daughters, Rylie and Peyton, who are thrilled with all the Okanagan has to offer.