Lougheed Wealth Management

A proudly independent wealth management team at Raymond James Ltd. We partner with individuals and their families who are committed to their long-term financial success and succeed as trusted advisors to our clients through leveraging the industry leading resources of Raymond James.

15 words says it all: "We enhance the lives of our clients through an unwavering dedication to their financial success."

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

Estate, Strategic Charitable Giving & Trust

Investment Strategies

Risk Management

Cross Border Services

Get to know Our Team

Dave Lougheed Bio Image
David Lougheed, MA, MBA
Branch Manager, Portfolio Manager Wealth Advisor
Kathy Irvin
Kathy Irvine
Wealth Advisor Assistant
Dana Lougheed
Dana Lougheed
Associate Wealth Advisor
Wayne MacDonald.
Wayne MacDonald
Business Development Representative
Wendy Olson.
Wendy Olson
Office Administrator

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Structured Notes

12/10/2020

This provides links to information on the Structured Notes available to Clients.
Markets & Investing

Canadian Preferred Shares Report

07/25/2018
It is published quarterly...
Markets & Investing

Insights & Strategies

07/25/2018
A monthly client publication from Private Client Solutions which details...
Markets & Investing

Weekly Economic Commentary

07/25/2018
Chief economist within the Equity Research Department...
Markets & Investing

Managed Money Report

07/25/2018
Provides updates regarding the financial industry...
Markets & Investing

Investment Strategy Weekly

07/25/2018
Market commentary is an indispensable resource...
Markets & Investing
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