Community Involvement

Our Social Commitment: Giving Back and Paying it Forward

Investor Education


Mary has dedicated much of her career to changing the conversation around money and investing. Along with members of her team, she places a high priority on investor education and uses a variety of different media to reach all ages of investors; advising them on how disciplined and strategic portfolio management can – and will – reduce financial anxiety.

The team’s goal is also to create greater awareness of exchange-traded funds (ETFs) and their role in building wealth.  

Monetary Contributions


We maintain a strong financial commitment to the communities in which we work and live, and personal causes include our hospitals and children’s diseases. We also support a wide variety of charities championed by our clients. We also promote and contribute to Raymond James’ charitable initiatives which grew out of the generous spirit of the firm’s employees. We share the goals of the Raymond James Canada Foundation and are committed to strengthening our communities.


The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham