Hurly Wealth Advisory at Raymond James

As a financial advisor, I leverage my knowledge and experience to follow my passion every day by helping others manage their wealth, which I believe is a cornerstone for a good life! I leverage My areas of specialization are: cross border wealth management retirement planning responsible investing... Do you need investment advice, financial planning, or wealth management services? Feel free to reach out to me at [email protected] for an appointment. #lizhurly #hurlyadvisory #raymondjames #wealthmanagementservices #retirementplanning #esginvesting #crossborderinvesting

3 key trends that will shape Canada’s sustainable finance landscape in 2021: Launch of a Sustainable Finance Action Council Climate Risk Assessment of the financial system Rise of ‘Transition finance’... Match your investment decisions to your personal values today by asking us how you can use sustainable investment to further your personal and financial goals. Reach out to me at [email protected] for an appointment. (Source:https://buff.ly/3bV5w1Y) #lizhurly #hurlyadvisory #raymondjames #wealthmanagementservices #retirementplanning #esginvesting #crossborderinvesting

CFP stands for certified financial planner and designates that someone has passed the CFP exam, thus meeting the requirements of the CFP board. One of the most notable requirements of the CFP is the fiduciaryor trustworthinessaspect. This mandates that every CFP has to put their clients’ needs ahead of their own.1 Do you need investment advice, financial planning or wealth management services?... Reach out to me at [email protected] for an appointment. #lizhurly #hurlyadvisory #raymondjames #wealthmanagementservices #retirementplanning #esginvesting #crossborderinvesting

Environmental , social and governance, or ESG investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios. Through sustainable investing, investors can aim to make a positive impact on society and the environment and potentially improve the risk/return characteristics of their portfolios. Match your investment decisions to your personal values today by asking us how you can use sustainable inve...stment to further your personal and financial goals. Reach out to me at https://buff.ly/3qQLvQv for an appointment. https://buff.ly/386wQcp #lizhurly #hurlyadvisory #raymondjames #wealthmanagementservices #retirementplanning #esginvesting #crossborderinvesting

Raymond James was founded by Bob James in Florida in 1962. Raymond James was founded on the principle of always putting the needs of clients first. Over 1,400 employees and agents across Canada work together in establishing Raymond James as Canada's premier independent investment firm. And January 1, 2021 marked the 20th anniversary of Raymond James coming to Canada. Since then, we have grown to be Canada's leading independent investment dealer. Do you need investment advice,... financial planning or wealth management services? Reach out to me at [email protected] for an appointment. #lizhurly #hurlyadvisory #raymondjames #wealthmanagementservices #retirementplanning #esginvesting #crossborderinvesting

A forward-focused way to invest An extra layer of risk protection Among the world’s fastest-growing investment companies Makes a change in the world and financial sense... Social Responsible Investing invests in mainstream, multinational companies, based on their financial performance and ESG factors. It involves actively working with companies to improve their standing It involves working with all sectors and prioritizes ESG risks to ensure that companies respect human rights, safety, and fair compensation. This produces a stronger and more meaningful investment for YOU over the long term. Match your investment decisions to your personal values today by asking us how you can use sustainable investment to further your personal and financial goals. Reach out to me at https://buff.ly/3qQLvQv for an appointment. (source: https://buff.ly/2CLTB7y) #lizhurly #hurlyadvisory #raymondjames #wealthmanagementservices #esginvesting