Contact
Email
personal/unknown · GDPR-sensitive
j•••@r•••.caPhone
25•••••2660•••••4825•••••3860•••••7825•••••0786•••••5285•••••20
Social
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Category & trade
Primary
financial-planning · embed-ft 0.77
Tree path
Personal Finance › Financial Planning
Group (tier-1)
Tech stack
AI readiness
AI-Readiness score
46 / 100 · partial · see similar
AI training policy
allowed
Terms of Service
AI-bot protection
AI files
Compliance (GEO / GDPR)
Overview
Title
Plena Wealth Advisors of Raymond James Ltd.
Description
Plena Wealth is a dual-licensed Canada–U.S. advisory firm offering wealth management and cross-border solutions to grow, protect, and simplify your finances.
Final URL
Language
en (html)
Scanned at
2026-07-08 19:47:37