Guided Portfolio Snapshot

The Guided Portfolio Snapshot is an overview of the current holdings within our Guided Portfolios. Elements of these portfolios are incorporated into our approach, guiding securities selection for your investment portfolio.

5 Tax-Efficient Ways to Build Wealth in Canada

Structuring your finances for tax efficiency is a critical part o...

5 things for advisors to know ahead of U.S. elections

Clients will have questions. Here’s a guide that explains h...

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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

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Guided Portfolio Snapshot

5 Tax-Efficient Ways to Build Wealth in Canada

5 things for advisors to know ahead of U.S. elections

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