We are delighted to welcome Toronto-based Perreira Hurly Wealth Advisory of Raymond James Ltd. as our newest corporate member. Perreira Hurly is a broadly resourced, boutique style service for clients with Canada U.S. cross-border investment management needs.
Founded to meet the complex needs of executives, professionals and high-net-worth individuals, principals, Bernardine Perreira CFP, CIM and Elizabeth Hurly CIM and their team are committed to protecting and growing their clients’ wealth, and providing unbiased financial advice.
Perreira Hurly Wealth Advisory are Raymond James (USA) Ltd. advisors, licensed and regulated in both Canada and the US, and work closely with clients to translate their personal needs into a strategy for their cross-border accounts. Bernardine Perreira is our primary MAPLE contact and can be reached at bernardine.perreira@raymondjames.ca and at 647.776.2974. For more information, please visit http://www.phwealthadvisory.com.