MARY HAGERMAN - Key Persons

Job Titles:

• Assistant
• Investment Advisor

Nick either handles directly, or oversees, issues relating to transfers, trading, account opening and compliance. He has an attention to detail and process that is impressive. Nick has a strong work ethic and is deeply committed to the group's focus on excellence in all matters related to client service.

Job Titles:

• Trust

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. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns. Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF. Raymond James was founded on the principle of always putting the needs of clients first. Our predecessor companies in Canada were doing the same for more than 80 years, and our 3Macs division has a respected legacy of helping individuals and families with their wealth management needs going back to 1849. Today, this principle remains the foundation on which we continue to build our company. Raymond James has gained international attention and accolades for their excellence from organizations such as StarMine, Fortune Magazine and Brendan Wood International. Raymond James has acquired a Canadian trust company to help clients with estate planning and settlement. The new division's name is Raymond James Trust Services (Canada). A Quebec based trust services division was launched in 2019 Raymond James earned a score of 100 on the 2020 Human Rights Campaign Corporate Equity Index, resulting in our organization being recognized as a "Best Place to Work for LGBTQ Equality"

Job Titles:

• Associate
• Investment Advisor

Vladimir works closely with Mary to ensure that all the group's clients are on the path to prosperity and happiness with a solid financial plan, investment profile, tax strategies where appropriate and insurance coverage. He also assists in the monitoring of the group's discretionary investment portfolios.