Jon Helm is a seasoned Senior Wealth Manager at Raymond James Ltd., where he has expertly guided high-net-worth clients for over two decades. With a keen eye for market trends and a deep understanding of diverse investment portfolios, Jon has consistently delivered exceptional financial growth and stability for his clientele. His strategic approach and personalized service have earned him a reputation for excellence and trust within the industry. Outside of his professional life, Jon is an avid supporter of financial literacy initiatives and political engagement, passionately volunteering his time to educate young adults on the importance of sound financial planning and civic involvement.More...
Robin Granger
Branch Manager@Raymond James Ltd.
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Jon Helm
Senior Wealth Advisor@Raymond James Ltd.
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Financial services veteran with over two decades of experience. Holder of degrees in business and economics along with designations as a chartered investment manager, certified financial planner, and fellow of the Canadian securities institute.More...
Michelle Connolly
Head, Financial Planning, Tax Consulting and Insurance@Raymond James Ltd.
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Scott Phillips
Technical Lead@Phillips CATV Inc.
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Open to project work involving infrastructure change and migrationMore...
Leizhen Chen
ESG professional
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Passionate about sustainability, I have gained valuable experience in
banking and sustainable finance. In my role as an analyst, I've consistently delivered high-quality analyses of corporate sustainability information and I am recognized for my proactivity, curiosity and eye for detail. I can bring value to any employer that is looking for an experienced professional to face the challenges and opportunities related to corporate sustainability, sustainable investing, or sustainability consulting.More...