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Commentary & Insights

Tax Planning  |  September 16, 2025

Canadian and U.S. Residency Transitions: Tax and Wealth Planning Across Borders

In our latest Client Insights webinar, Raymond James cross-border tax experts Sonya Dolguina and Sam Kyriazis unpacked the complexities of changing tax residency and managing wealth across jurisdictions.

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Insights and Strategies  |  September 5, 2025

Markets Continue to Climb as Interest Rates are Expected to Come Down

U.S. 2Q25 GDP was revised up to +3.3% (from +3.0%) annualized growth over 1Q25, a sharp rebound from the -0.5% contraction in 1Q25.

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Recent News

September 25, 2025
Raymond James Ltd. Expands into Manitoba with the Acquisition of Three Leading Winnipeg Teams bringing over $1B in client assets

Toronto, ON — Raymond James Ltd., Canada's largest independent financial services firm, is proud to announce the decision of three distinguished Winnipeg-based teams to join the firm.

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About Raymond James

A firm built entirely around you.

We provide comprehensive wealth management and capital market services. We are committed to our core values: putting clients first, thinking long-term, acting with integrity, and valuing independence.

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Raymond James Overview

Sophisticated offerings on a more personal scale.

As a global financial services firm, our focus is on providing trusted advice and tailored, sophisticated solutions for individuals and institutions.

Your wishes, carried out as you intended

Building an estate is one thing. Managing it so it can meet your needs and be passed onto your heirs is quite another.

Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

Corporations & Institutions

Together we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.

Advisor Opportunities

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Advisor Impersonation Warning

Many scams and fraudulent activities attempt to imitate investment dealers or financial advisors to gain access to your personal and financial information. Raymond James Ltd. (RJL), it’s personnel and financial advisors have occasionally been misrepresented in scams and fraud attempts.