Market Commentary & Research
US earnings season is in its final throws with ~90% of S&P 500 companies reporting Q1 results. The impact of COVID-19 towards the latter half of Q1 was enough to push earnings growth well into the red. Recall, in 2019 S&P 500 earnings growth was essential flat (grew 1.5% yoy) while the market itself managed to gain ~30%. With no earnings growth, 2019’s impressive gains came from price-earnings (PE) multiple expansion, not from an improvement in earnings.Read More about Earnings Recap
Raymond James Trust (Canada) Launched After Acquisition
Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc. (NYSE: RJF), today announced it has completed the acquisition of Oak Trust Company, a privately held, federally regulated trust company based in London, Ontario. Following regulatory approval, the new division will be named Raymond James Trust (Canada).Read More about Raymond James Trust (Canada) Launched After Acquisition
What are you planning for ?
You have goals.
No two people have the exact same goals. That’s why it takes an individually tailored financial strategy to make your goals a reality. Raymond James advisors work with many different clients at many different stages of life. So no matter where you are or where you’re trying to go, your advisor can create a customized strategy to help you get there.
Growing My Wealth
Your advisor can help you build a portfolio that aligns with your goals, timeline, and personal tolerance for risk.
Preserving My Wealth
Our advisors have the resources and expertise to help build a plan for life's "what-ifs".
Planning for Retirement
It's never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.
Providing for Family
Supporting a child's education or caring for an aging loved one shouldn't mean sacrificing your future.
Managing My Estate
Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.
Growing My Business
Your advisor can provide access to capabilities and expertise to help with even the most complex planning needs.
Advice, Products, and Services
Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.View all Advice, Products and Services
Working with a Raymond James Advisor
Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.Learn More
Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.Learn More
Asset Management Services offers you personalized fee-based investment solutions.Learn More
Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.Learn More
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Market Commentary and Research
Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.Learn More
What Makes Us Different
Working With a Raymond James Advisor
Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Raymond James advisor, your plan is individual. Personal. And built for the long term. Each advisor is empowered with the latest technology so you get the information you need, when you need it, from virtually anywhere. From tracking all of your accounts in one secure place to access to industry-leading research, it all starts right here.Learn More
About Raymond James
Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. And since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.Learn More
Market Commentary & Research
ESG During Pandemic Times
Environment, Social, and Governance (ESG) investing has been a headline subject over the past couple years in the Canadian retail landscape. Many investment firms are considering, or are already in the process of, integrating an ESG framework into their practices as availability of data sets and sharing of best practices expands. The trend has been driven by a variety reasons. We are not looking to delve into the ABC’s of ESG per se; rather we highlight how the ESG landscape has progressed through a thus-far tumultuous 2020. In particular, we’ll look to see whether one of the biggest market meltdowns in modern history has caused investors to move away from ESG funds and how ESG funds performed so far this year.Read More about ESG During Pandemic Times
The more things change, the more things stay the same. While there is no question we will experience changes in how we live, work and play, the most significant impacts of COVID-19 will be simply to accelerate trends that were already in place prior to the crisis. Through either herd immunity or the successful creation of a vaccine, life will slowly return to normalcy, but the pandemic will undoubtedly present new opportunities for some industries and challenges for others. There will be winners and losers borne out of this crisis, which based on our current understanding, we outline throughout this publication.Read More about Post-COVID Themes
Raymond James Hires Scott Hudson as National Director, Wealth Management
Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., today announced that Scott Hudson has joined the firm as National Director, Wealth Management.Press Release