Raymond James
Finance · Canada · 11-50 Employees
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Overview
Headquarters
2 Berkeley St Suite 401, Toronto, Ontari...Phone Number
(416) 640-7771Revenue
<$5 MillionIndustry
About Raymond James
Perreira Wealth Advisory is a financial services firm based in Toronto, specializing in cross-border wealth management for clients navigating complex investment needs between Canada and the U.S. They offer personalized solutions for a diverse clientele, including LGBTQ individuals, families, high net worth individuals, and athletes. The firm emphasizes a collaborative approach, working closely with clients and their legal and tax professionals to provide tailored financial guidance. With a commitment to excellence and a concierge-level client experience, Perreira Wealth Advisory aims to help clients achieve their financial goals with sophistication and attention to detail.Explore more
Raymond James Org Chart
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Perreira Wealth Advisory is a financial services firm based in Toronto, specializing in cross-border wealth management for clients navigating complex investment needs between Canada and the U.S. They offer personalized solutions for a diverse clientele, including LGBTQ individuals, families, high net worth individuals, and athletes. The firm emphas... Read More
