A personalized approach to managing wealth
Consistent wealth management results come from a written financial plan combined with a high quality, tax-efficient portfolio.
Our philosophy goes beyond the primary objectives of preservation of principal, generation of income and capital appreciation.
While there is no doubt that these are important objectives, our exemplary service and personalized planning provide even more – peace of mind.
We believe in diversification as a sound strategy designed to reduce the inherent risk of investing. As a result, we offer our clients an extensive array of investment alternatives and services.
This website will help you understand the breadth and depth of our offering. Most important, we commit to understanding your complete financial picture and will access all our resources to customize a wealth management solution for you and your family.
We look forward to the opportunity to earn your business and respect.
Sincerely,
Chad Woolsey, B.Comm., CFP®, CIM, FCSI
Senior Financial Advisor
Raymond James Ltd
Get to know Our Team
Information & insight
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The Value of Tax Planning
Starting 2026 with a bang
Ten Themes for 2026
Our 2026 Outlook is for a positive year, despite USMCA renegotiation uncertainty
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Legacy in Action: Philanthropy, Planning & Purpose Across Generations
Federal budget sets the tone for more business investment in Canada
November is Financial Literacy Month
A Professional's Future
Deciphering Stock Market Moves in an Uncertain Economy
Gold and A.I. and rate cuts, oh my!
The Value of Charitable Giving
6 Steps to Meaningful Charitable Giving
5 Ways to Engage Your Family in Charitable Giving
Markets Continue to Climb as Interest Rates are Expected to Come Down
Why September Is the Right Time to Talk About Life Insurance
Client Story - Transferring Wealth to Future Generations
4 Ways Insurance Can Strengthen Your Estate Plan
4 Reasons to Review Your Insurance Regularly
Tariffs Continue to Dominate the Discussion While Markets Forge Ahead
Market Perspectives
Market Perspectives
Waiting for clarity on reciprocal tariffs and a Canada-U.S. trade/security deal
Gifting or Donating as an Attorney for Property*
The Value of Estate and Trust Planning
8 Steps to a Smoother Estate Transfer
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
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Raymond James Market Insights
Market Perspectives
Client Story - Building Wealth and Securing Your Family’s Future
The Caregiving Journey: Navigating Challenges and Finding Support
Whole Life Insurance
Insurance as Part of a Total Wealth Solutions Strategy
8 Reasons Insurance May Belong in Your Financial Plan
Raymond James Market Insights
Insights and Strategies
Market Perspectives
Navigating Market Uncertainty
5 Ways Financial Advisors Manage Volatility to Safeguard Your Investments at Raymond James
Market Perspectives
Market Perspectives
Market Perspectives
Raymond James Market Insights
Insights and Strategies
Client Story - Retirement in Focus
Supporting Our Clients Through the Trade Dispute
Financial Planning with Total Wealth Solutions
Raymond James Market Insights
Insights and Strategies
Celebrating International Women’s Day and Investing in the Future
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
Insights and Strategies
Raymond James Market Insights
Using Trusts in Estate Planning
Claiming Capital Cost Allowance on Rental Properties
Market Perspectives
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.
- Chad Woolsey
- 122-1st Avenue South Suite 600 Saskatoon, SK S7K 7E5
- T: 306.651.4271
- F: 306.651.4299
- Map & Directions
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).
Securities-related products and services are offered through Raymond James Ltd.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).
Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).
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