New recruit says firm a good cultural fit for how she wants to run her business
Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., has announced a new addition to its 53rd Branch in downtown Toronto.
Diana Dowhaluk, Senior Vice President, Financial Advisor, and Associate Financial Advisor Vera Siu have moved over from Richardson Wealth.
"Over her successful 25-year career, Diana has demonstrated that her clients come first and we are very happy to have her join the 53rd Branch in downtown Toronto, led by Julie Eifert," Jamie Coulter, Executive Vice-President and Head of Wealth Management, said in a statement.
Julie Eifert, Senior Vice President and Branch Manager, added: “Diana is a great fit for our branch and she brings with her fantastic client relationships. Her clients know her focus is solely on protecting and enhancing their wealth, allowing them to focus on living life on their terms.”
Dowhaluk said she was “excited to join a firm that values independent financial advice and personalized solutions for my clients”.
"It was clear to me that the culture at Raymond James fits with how I want to run my business and support and advise my clients."
Raymond James has a network of approximately 8,220 financial/investment advisors and portfolio managers across Canada, the United States and key international centres. It manages more than US$1.02 trillion in client assets under administration.
