Canadian Lawyer InHouse

Jun/Jul 2009

Legal news and trends for Canadian in-house counsel and c-suite executives

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The Morgan Creek Office of Raymond James For investors, today's environment is cluttered and chaotic. The economy is increasingly dynamic. Markets and politics are global. There are thousands of investments from which to choose. But most investors don't have the time or the inclination to become a financial analyst. The right advisor will act as your trusted advocate in an environment of constant change. Raymond James advisors are intimately familiar with the products, plans and processes that can help you achieve your goals. With so much at stake, there's no better feeling than finding an experi- enced advisor you can trust. Give us a call, or stop by for a cup of coffee and a second opinion. R. Brent Lang, CIM Financial Advisor 604-531-8807 This is a perfect time for us to sit down and talk about where you are today and how your plans may have been affected by the economic uncertainty. I am doing this with each of my clients (and prospective clients too) because we need to ensure your plans reflect today's reality. I focus on understanding your life situation and use all of my experience, expertise and sometimes the expertise of additional professionals, to find the right solutions and strategies appropriate to you. Together, we should be striving for "total client re-discovery." Depending on what we find, we many develop possible new strategies to handle life-plan changes as a result of recent financial volatility, philan- thropic activities and other opportunities to be of service to you, or we may simply make a slight portfolio adjustment. Rather than simply an exercise in helping you set and reach financial goals, my wealth advice starts with life issues and then wraps a financial strategy around them. Bottom line: We're here for you – our total resources and depth of experience. Our two in-house Insurance, Financial Planning & Estate Planning Advisors, my team's unique skills and experience and my Network of Professionals that I rely upon to help problem solve for my clients' needs. Because this is so important, a face-to-face meeting is the best format for this discussion. Raymond James Ltd. Independent Financial Services Suite 309, 15252-32 Avenue, Morgan Creek Corporate Centre South Surrey, BC V3S OR7 T. 604-531-8807 • F. 604-531-8853 Securities-related products offered through Raymond James Ltd., member CIPF. Financial planning and insurance offered through Raymond James Financial Planning Ltd., not a member CIPF. 36 • JUNE 2009 INHOUSE

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