A personalized approach to managing wealth
Consistent wealth management results come from a written financial plan combined with a high quality, tax-efficient portfolio.
Our philosophy goes beyond the primary objectives of preservation of principal, generation of income and capital appreciation.
While there is no doubt that these are important objectives, our exemplary service and personalized planning provide even more – peace of mind.
We believe in diversification as a sound strategy designed to reduce the inherent risk of investing. As a result, we offer our clients an extensive array of investment alternatives and services.
This website will help you understand the breadth and depth of our offering. Most important, we commit to understanding your complete financial picture and will access all our resources to customize a wealth management solution for you and your family.
We look forward to the opportunity to earn your business and respect.
Sincerely,
Chad Woolsey, B.Comm., CFP®, CIM, FCSI
Senior Financial Advisor
Raymond James Ltd
Information & insight
Portfolio Strategy
Men, the Home and Gender Equity
Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam
Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
- Chad Woolsey
- 105 21st Street East Suite 700 Saskatoon, SK S7K 0B3
- T: 306.651.4271
- F: 306.651.4299
- Map & Directions
- Map & Directions
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
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.
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