Wealth Management

Life Well Planned. It's more than a motto. It's our purpose and our promise.

Our business is you and your financial well-being, because we believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. A Raymond James financial/investment advisor can pull it all together with sophisticated advice and a detailed guide for the long term.

Market Commentary & Research

Insights & Strategies  |  July 5, 2018
Focusing on the Positives

The S&P/TSX hit a fresh new high during the second quarter despite growing concerns of a widening global trade war between the US and the rest of the world. For a short while, Canadian equities were able to look past the heightened trade rhetoric and tit-for-tat escalation, and focus on the strength within the commodity complex during the months of April and May, and the pockets of strength showing in the Canadian economy.

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Investment Strategy  |  August 13, 2018
Road Trip

Goldman Sachs studied other countries where growth cycles have lasted more than 10 years (Australia from 1992 to the present; the U.K., 1992-2008; Canada, 1992-2008; and Japan, 1975-1992). It found similar advantageous factors exist in the U.S.: a relatively flat Phillips curve (the relationship between inflation and unemployment), strengthened financial regulation and a lack of financial imbalances. In the past three U.S. expansions, the late-cycle phase lasted 2-4 years, indicating the next recession could be as far out as 2021.

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Find an advisor in Canada

At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.

What are you planning for ?

You have goals. we help you get there...

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.

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.

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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.

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Market Commentary & Research

Weekly Trends  |  August 10, 2018
What Trade War?

If there is a silver lining in the ongoing trade dispute between Canada and the US, it’s that it underlines the fact Canada needs to diversify its export market. Not that this is a new revelation, but the escalating tensions with our largest trading partner reminds us that that relying on one nation is not a winning strategy and that diversification is key.

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Trends & Ideas  |  August 3, 2018
Where is the strength?

Relative strength (or price relative) indicators compare the performance of one security to that of another, say a sector to an index or a stock to its respective sector, in order to provide more context to that performance. The relative strength is calculated by dividing the price of the security of interest by that of the comparative security (benchmark index or sector).

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Recent News

Recent News  |  June 19, 2018
Raymond James Continues to Strengthen Investment Banking Energy Services Expertise

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that Kyle Rookes is joining the firm's Energy Investment Banking team in Calgary as Managing Director, Investment Banking, Head of Oil Field Services, effective June 25, 2018.

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Find an advisor in Canada

At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.