Build Wealth, Build a Better World. We can help you do both.
Arnott-Wood Wealth Advisory Group, Raymond James, is a full-service brokerage firm based in downtown Burlington. As a Wealth Advisor and Associate Portfolio Manager, Ginny Arnott-Wood holds the Certified Financial Planner® designation, and brings more than twenty-five years’ experience helping clients plan for the future by creating financial plans and managing their wealth in order to reach their goals.
Ginny spent the first 20 years of her career working with one of the big bank firms. In 2017 she moved her practice to Raymond James in downtown Burlington. In 2021 her daughter, Emily Wood, joined the team as an Associate Wealth Advisor. Together with their Administrative Assistant, Laurie Smuk, they serve families, professionals, and anyone interested in protecting and growing their wealth, in the context of a more sustainable, equitable, and responsible world. They focus on helping clients, especially many women and young people, become more financially literate and confident while growing their wealth.
With access to world-class proprietary research and market analysis they provide investments (including stocks, bonds, mutual funds, and ETFs) and portfolio management, with a special focus on responsible or ESG investments (i.e., evaluating investments through the lens of environmental sustainability, social responsibility, and good governance). Ginny is a member of the Responsible Investment Association of Canada and holds a Responsible Investment Specialist designation. She also holds the CIM® designation and is qualified to manage portfolios on a discretionary basis.
Their services include RRSPs, RRIFs, TFSAs, RESPs, and comprehensive retirement, estate, tax, education, and legacy planning. In addition they provide life, disability, and critical illness insurance. And, through their partners at Raymond James Trust (Canada) they offer comprehensive executor, P.O.A. for property, and trust services (the only non-bank-owned financial services firm in Canada with this capability).