Eric Bonnell
Investment Advisor at Raymond James Ltd
Based in Toronto, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
1.5K
Contact information
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e•••••••@raymondjames.ca
Phone
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Background
About Eric Bonnell
Eric Bonnell is an Investment Advisor with Bonnell Wealth Management of Raymond James Ltd. He works with successful business owners, content creators, healthcare professionals, and retirees, helping increase their net worth, while putting a written plan in place to ensure that their income exceeds expenses in retirement. Eric’s approach extends beyond traditional investment management, and includes in-depth financial planning, tax & estate planning, insurance solutions, trust services, and charitable giving strategies. He serves as a trusted fiduciary partner, working with his clients and their families to sustainably grow their wealth. Drawing on this wealth management expertise, he tailors and implements all-encompassing plans for each client, ensuring the right investments are in place to power their financial plan and get them where they want to go. Eric firmly believes investments should only be made with clear goals in mind over a well-defined timeline. Social Media Disclaimer: bit.ly/RJLDSCLMR
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