The Legacy FORMula Your lifestyle. Your wealth. Your legacy.

Founded in 1962 and in Canada since 2001, Raymond James is one of North America's leading independent investment firms with an extensive presence across Canada and the United States. Our corporate history has taught us much about intergenerational wealth building and transfer.

Andersen Midgley Wealth Counsel is committed to serving as your family's dedicated CFO. Our team of professionals specializes in family wealth planning for a select group of successful professionals and business owners. We work collaboratively to put all the pieces of the financial picture together, helping clients achieve their lifestyle, wealth, and legacy goals.

Our practice has developed a process called “The Legacy FORMula”, which guides you to achieve financial independence. Our approach identifies key life cycle stages, and helps bring clarity through each unique life event, transition, and milestone that you encounter.

When needed, we can integrate with your existing professional specialists (accountants, lawyers, etc.) to achieve a comprehensive wealth plan in tax, estate, philanthropy, insurance, and business succession. We also have in-house, as well as, external strategic partners that we may recommend.

Ultimately, we strive to partner with you to achieve the lifestyle and milestones that you have envisioned for yourself, your family, your business, and your community.

Read more about our Legacy FORMula.

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