Raymond James is an NYSE-listed firm, a member of the S&P 500, and is known in Canada as Raymond James Ltd. Our 29-year team is accepting new clients in 2026. I am a skilled Chartered Investment Manager at Raymond James. I clarify your values, articulate your goals, and commit you to the right strategy to achieve your goals by specific dates.
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2 customer reviews
Malik Raphael
Financial Advisors
Polite friendly and professional
Robert Yelland
Financial Advisors
Very professional. After a few zoom meetings I have full confidence in Mr Korman.
What do you love most about your job?
I help clients to secure enough money to live comfortably in retirement to help children and grandchildren, being able to travel, afford a new home, or donate to a favorite charity. We forge lifetime relationships with clients we choose to serve and genuinely like. I help you make good financial choices.
What inspired you to start your own business?
I am from a dairy processing family where entrepreneurship provided a path to family prosperity. Hard work, focus, dedication, a sense of empathy and adventure, kindness and integrity, combine to create my financial practice at Raymond James.
Why should our clients choose you?
We guide our clients in a thoughtful process to clarify their values, articulate their goals and then commit them to achieve their goals by specific dates. For value we coordinate outside professionals, consolidate all assets to have one level of risk, give context to your financial plan and strategy, share a vision of your future and then help you gain perspective on getting your financial home in progressively good order. You would participate in our Ideal Client Community.
Can you provide your services online or remotely? If so, please add details.
Yes. We are a national team that can serve our clients across Canada. We use Zoom meetings.
Discretionary portfolio management, direct fee base portfolio management, Corporate and Personal Financial Planning, Cash flow Management, Economic Advice, Philanthropy Advice, Family Trust and Estate Facilitation
YOU FIRST ! is the culture of Raymond James. We take clients through a repeatable process to clarify your values, articulate your goals, and commit you to a strategy to achieve your goals by specific dates. Our value coordinates client financial affairs, simplifies your money by consolidating accounts, shares a vision of the future and gives perspective on the impact of attaining your finances in peak order over time. You will get value from time spent whether we work together or not. Michael Korman, B.COMM, FMA, CIM, FCSI, Raymond James
