Cadence Financial Group of Raymond James Ltd is a professional wealth management team in Vancouver that takes pride in our personalized approach to helping our clients meet their investment goals.
Our team provides financial planning services plus investment advice and portfolio management, based on our unique style and systems. Our approach to balancing risk and reward is founded on our commitment to protecting your principal by taking measured risks in the pursuit of expected returns.
We apply a rational and consistent decision-making process to meet and exceed our clients’ expectations not only in terms of investment performance but also the overall level of service we are privileged to provide. Rather than focusing on short-term investment results, we strive to match our clients’ long-term expectations in order to meet their long-term goals.
With our clients, we strive to forge strong relationships based on a high level of mutual trust and regular, clear, and straightforward communication.