Partnering With Great Advisors - The Angas Shick Group
In 2014, David Angas, Linda Shick and the Angas Shick Group joined The 53rd branch of Raymond James in Toronto. We want to introduce you to them, and share with you why leaders in their field want to work with Raymond James. Meet David, Linda and Chris:
David Angas (Senior Vice President, Private Client Group, and Financial Advisor) has more than 30 years of combined business experience in investing, financial planning and private wealth management. Like many advisors who call Raymond James home, David is an active community volunteer and serves on a number of charitable boards in his hometown of Oakville.
Linda Shick (Senior Vice President, Private Client Group, and Portfolio Manager) is a Chartered Investment Manager. She specializes in providing comprehensive, tailored wealth solutions to high-net-worth clients. Linda has her U.S. registration (FINRA) and offers cross-border solutions to her U.S. clients. She is on the Board of Directors of the St. Felix Centre in downtown Toronto, and enjoys volunteering in various community projects.
Christopher J. Angas (Associate Financial Advisor) assists in various aspects of the business, including administration, client service and trading.
Building successful relationships. Here’s what David and Linda recently had to say: “Our decision to choose Raymond James was based on their more than 50 year track record of unblemished integrity and trust, international presence, financial strength and their absolute focus on client-first in everything they do. Our move was a lot easier than we thought thanks to their incredibly hard-working transition team that helped us transfer more than 90% of our clients’ assets within the first 90 days. We are very fortunate to be with a firm that provides us with all the resources we need to grow our business and supports our long term succession plan as well. This is a true partnership!”
Terry Hetherington, Executive Vice President & Head of Raymond James’ Private Client Group, said about The Angas Shick Group: “David and Linda bring an incredible blend of experience, expertise and an unwavering focus on doing what is right for their clients. We are so pleased they chose Raymond James; their high level of conviction, professionalism and client focus make them incredible partners.”
At Raymond James, we’re committed to developing long and successful partnerships with advisors who are at the top of their game. Does this kind of partnership appeal to you?
If you’re looking to take your practice to the next level, please contact Jamie Coulter, Senior Vice President & Branch Manager, Private Client Group, at Julie.Eifert@raymondjames.ca.
