Company Information

Get to know Lucier Wealth Management of Raymond James Ltd

Lucier Wealth Management is a family-run advisory team operating under the umbrella of Raymond James Ltd., a prominent independent investment dealer in Canada. With a history rooted in providing personalized financial guidance since 1993, the team focuses on a holistic approach to wealth management. They offer a suite of services including investment management, retirement planning, estate and tax planning, and insurance solutions. Their mission is to build long-term client relationships based on trust and a deep understanding of each client's unique financial goals and circumstances.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Lucier Wealth Management of Raymond James Ltd

Canada

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.