Invested in your future
At EO Family Wealth Counsel of Raymond James Ltd., we believe that your investment portfolio must serve your needs, your family situation, and your life. We value communication and are committed to tailoring investment portfolios to meet your unique needs. We believe it's our responsibility to utilize our expertise and industry experience to provide guidance that leads to the best outcomes for your financial goals. By understanding our clients on a deeper level, we can suggest innovative and forward-thinking investment solutions.
🖂 Start the Conversation today | ➥ Access Client Forms
Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;
Financial Planning
Investment Management
Insurance Solutions
Tax Solutions
Estate and Trust Services
Charitable Giving Strategies
MEET YOUR PORTFOLIO MANAGER
Raymond James Investment Counsel.
tel: 513.590.3111
"To better target your interests, we spend 70% of our time talking about you and only 30% talking about investments."
- Luc Bessette
Luc offers a wide array of bilingual services, ranging from financial planning, investment strategies to insurance needs. Following his personal values, he chose to join Raymond James largely due to the latitude this gave him to serve his clients with integrity. With 20 years in business, Luc is working closely with clients to develop comprehensive plans to meet their financial needs and grow their assets.
To ensure clients receive the highest caliber of investment services, Luc is a Certified Professional Consultant on Aging (CPCA®), a Certified Financial Planner (CFP®) and a licensed Chartered Investment Manager (CIM®). He is also Fellow of The Canadian Securities Institute (FCSI®) and a Portfolio Manager. Given the ever-changing financial business, Luc also felt the need to understand the Yale School of Management philosophy and asset allocation, so he completed a Certificate in Advanced Risk and Investment Management in 2018.
