Wealth Management by Monica Weissmann is the personal practice of Monica Weissmann, a Senior Vice President of Investments at Raymond James & Associates, Inc. The practice is dedicated to building long-term client relationships by offering comprehensive, customized financial strategies for individuals, families, and business owners. It provides a full suite of services including investment management, retirement planning, estate planning, and risk management, leveraging the extensive resources and platform of the national firm, Raymond James.

Founded in

Canada