I'm Craig Swistun, a Portfolio Manager at Raymond James Investment Counsel Ltd., where I take pride in partnering with families, foundations, and not-for-profit clients to help them achieve their unique financial goals.

I'm Craig Swistun, a Portfolio Manager at Raymond James Investment Counsel Ltd., where I take pride in partnering with families, foundations, and not-for-profit clients to help them achieve their unique financial goals.

I believe in the importance of not just how assets are invested, but also why, as I craft comprehensive strategies tailored to each client’s aspirations.

Many overlook the importance of a holistic look at finances, which includes helping people with their philanthropic or charitable giving strategies.

We work with families to create a comprehensive strategy that governs their generosity and aligns with their overall financial picture.