Hurly Owen Wealth Advisory

Financial solutions crafted for your goals

Hurly Owen Wealth Advisory of Raymond James Ltd., is a broadly resourced, boutique style service for select clients in Canada and the U.S., with a focus on responsible investing.

We partner with executives, professionals, high-net-worth individuals and their families, who are looking for solutions to their complex financial needs. We take pride in offering you independent and individualized investment advice and financial planning.

Together, our process is one of discovery, in which we refine and co-create strategies for your financial success, by leveraging the first-class resources of Raymond James, and our own extensive network of professionals. Providing sound financial stewardship to you is a key strength that we offer.

By working with us, you will gain a better understanding of your present situation and the vision, guidance, and support you want, to make informed decisions for your future.

DISCOVERY ∙ STRATEGIES ∙ STEWARDSHIP

Hurly Owen Wealth Advisory

Financial solutions crafted for your goals

Liz Hurly
Liz Hurly, RIAC, CFP®, CIM®
Financial Advisor
James Owen
James Owen, CFP®, CIM®, FCSI®
Financial Advisor, Certified Financial Planner®

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Hurly Owen Wealth Advisory

Financial solutions crafted for your goals

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.