Welcome To Perspective Wealth Management
Two diverse perspectives, one united mission: to help you.
Through our firm, Raymond James Ltd., we are a Toronto-based wealth management group that offers the combined financial advisory skills of Charlotte Paul, Financial Advisor, and Mark O’Reilly, Senior Vice President and Portfolio Manager.
Together, we work with divorced and widowed women, medical professionals, charitable organizations and busy investors with sophisticated wealth needs.
Our approach is built upon understanding, strong relationships, deep experience and industry-leading qualifications. 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.