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Submitted URL: http://velocityinvestmentpartners.ca/
Effective URL: https://www.velocityinvestmentpartners.ca/
Submission: On March 05 via api from US — Scanned from CA
Effective URL: https://www.velocityinvestmentpartners.ca/
Submission: On March 05 via api from US — Scanned from CA
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Skip to content twitterfacebookenvelope Menu * Home * Our Clients * Our Clients * Families & Individuals * Business Owners * Retirees * Healthcare Professionals * Corporate Executives * Cross Border Clients * Women Investors * Athletes * Our Solutions * Our Solutions * Insurance * Trust Services * Discretionary Wealth Management * Estate Planning & Strategic Charitable Giving * Financial Planning * Longevity Planning * Portfolio Management * Risk Management * Sustainable Investing * Your Team * Your Team * Brianne Gardner * John McLean * Sydnie Hyde * Sarah Entwisle * Our Partners * About Raymond James * Community Involvement * News & Resources * News & Resources * In The Media * Contact Us * Client Access * Client Access * CA Client Access * US Client Access * Velocity Investment Partners 925 W Georgia Street Suite 2100 Vancouver, BC V6C 3L2 T: 604.659.8057 Map and Directions Map and Directions * Toronto ON 17021 40 King Street W Ste 5300 Toronto, ON M5H 3Y2 Map and Directions Map and Directions THE RIGHT ADVICE STARTS WITH A TRUSTED RELATIONSHIP AND A PERSONALIZED APPROACH Our mission is to help high net worth families make smart financial decisions to achieve their unique financial goals, while managing the complexities of their wealth through strategic portfolios, trusted stewardship and comprehensive planning. -------------------------------------------------------------------------------- Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. We have the privilege of helping clients manage the complexities of their wealth, including tax and business planning, through carefully constructed investment portfolios and a strategic combination of traditional investment solutions and more sophisticated alternatives. There’s more to your financial life than just investments. Working collaboratively with your other professional advisors, including attorneys and accountants, a holistic framework allows for an in-depth review and analysis of all aspects of your financial life. This all-encompassing approach will guide you along the path to successfully achieving your goals and enable us to personalize a plan for addressing every detail in order to make the best use of your wealth today and strive to ensure its endurance for future generations. Previous Sarah Entwisle -------------------------------------------------------------------------------- Senior Sales Assistant Brianne Gardner, MBA -------------------------------------------------------------------------------- Financial Advisor & Senior Wealth Manager John McLean, CIM -------------------------------------------------------------------------------- Senior Portfolio Manager & Senior Financial Advisor Sydnie Hyde, BA -------------------------------------------------------------------------------- Investment Associate Sarah Entwisle -------------------------------------------------------------------------------- Senior Sales Assistant Brianne Gardner, MBA -------------------------------------------------------------------------------- Financial Advisor & Senior Wealth Manager Next * 1 * 2 * 3 * 4 DYNAMIC THINKING MAKES A DIFFERENCE We have helped our clients succeed in the management of their financial affairs by providing customized comprehensive advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here. Previous Read More CORPORATE EXECUTIVES Helping you manage your financial success 04 -------------------------------------------------------------------------------- Niches Read More FAMILIES & INDIVIDUALS A pragmatic approach to wealth management 05 -------------------------------------------------------------------------------- Niches Read More HEALTHCARE PROFESSIONALS Helping physicians address their unique needs 06 -------------------------------------------------------------------------------- Niches Read More RETIREES Nurturing wealth so you can live a longer, better life. 01 -------------------------------------------------------------------------------- Niches Read More CROSS-BORDER CLIENTS Unique solutions for Americans and Canadians. 02 -------------------------------------------------------------------------------- Niches Read More BUSINESS OWNERS Unique solutions for business owners and entrepreneurs. 03 -------------------------------------------------------------------------------- Niches Read More CORPORATE EXECUTIVES Helping you manage your financial success 04 -------------------------------------------------------------------------------- Niches Read More FAMILIES & INDIVIDUALS A pragmatic approach to wealth management 05 -------------------------------------------------------------------------------- Niches Read More HEALTHCARE PROFESSIONALS Helping physicians address their unique needs 06 -------------------------------------------------------------------------------- Niches Read More RETIREES Nurturing wealth so you can live a longer, better life. 01 -------------------------------------------------------------------------------- Niches Read More CROSS-BORDER CLIENTS Unique solutions for Americans and Canadians. 02 -------------------------------------------------------------------------------- Niches Read More BUSINESS OWNERS Unique solutions for business owners and entrepreneurs. 03 -------------------------------------------------------------------------------- Niches Next * 1 * 2 -------------------------------------------------------------------------------- The essence of investment management is the management of risks, not the management of returns. Benjamin Graham ARE YOU READY? LET’S UNCOVER THE POSSIBILITY OF WORKING TOGETHER. twitterfacebookenvelope * 925 W Georgia Street Suite 2100 Vancouver, BC V6C 3L2 * 604.659.8057 * Map & Directions * Map & Directions * 40 King Street W Ste 5300 Toronto, ON M5H 3Y2 * Map & Directions * Map & Directions Please click on the link below to stay connected via email. I Consent *You can withdraw your consent at any time by unsubscribing to our emails. 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. Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website. Raymond James (USA) Ltd. is a member of FINRA/SIPC. This website may provide links to other internet sites for convenience of users. Raymond James (USA) Ltd. is not responsible for the availability of content of these websites, nor does the firm endorse, warrant or guarantee the products, services, or information described or offered by these other internet sites. Users cannot assume that these websites will abide by the same Privacy Policy that Raymond James (USA) Ltd. adheres to. © 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement Advisor Report