Welcome To Perspective Wealth Management
Through our parent firm, Raymond James Ltd., we are a wealth management group led by Associate Portfolio Manager, Charlotte Paul.
Serving clients from Victoria BC through to Toronto ON, we specialize in working with post-divorced, widowed and single women, who are looking for a compassionate and sophisticated advisor to manage their family’s wealth.
Our approach is built upon understanding, strong relationships, deep experience and industry leading qualifications. But most importantly, trust – we see each and every client relationship as a partnership.
Get better acquainted with us and how we can help you
Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.