Wealth Management

Your Ambitions. Our Expertise.

Your ambitions deserve a strategy that grows with you. We combine discovery, disciplined investing, and personalized advice to help you set and achieve your goals. As your needs evolve over time, we keep your portfolio aligned—providing clarity and guidance every step of the way.

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Comprehensive Strategies for Every Stage of Life

Through our Total Wealth Solutions approach, we collaborate with you to help you define and reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we discover the best solutions that fit your individual needs.

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A Personalized Approach to Wealth Management

Through your Raymond James advisor, you gain access to world-class products and services designed to meet complex financial needs. With expert guidance, every recommendation aligns with your goals.
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Resources to Support Your Financial Journey

Access expert tools and resources to guide your financial decisions. From calculators and to timely market insights, we help you stay informed and confident in achieving your goals.

Commentary and Insights

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
How cognitive change ripples through family finances.
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Retirement & Estate Planning
On April 28, 2026, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal government’s 2026 Spring Economic Update.
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Tax Planning
A presentation from our Investment Strategy experts. Watch our latest Client Insights webinar.
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Markets & Investing
Review the latest Insights and Strategies.
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Markets & Investing
Fraudulent scams are on the rise.
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Life Events, Lifestyle & Technology
On March 26, 2026, Peter Bethlenfalvy, Minister of Finance, tabled the 2026-27 Ontario budget.
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Tax Planning
Watch our latest Client Insights webinar.
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Tax Planning
On March 24, 2026, Manitoba Minster of Finance, Adrien Sala, released the province’s budget for the 2026-2027 fiscal year.
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Tax Planning
On March 18, 2026, Saskatchewan Deputy Premier and Minster of Finance, Jim Reiter, released the province’s budget for the 2026-2027 fiscal year.
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Tax Planning
On March 18, 2026, Quebec’s Finance Minister, Eric Girard, released the province’s 2026-2027 budget.
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Tax Planning
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Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd. and Raymond James (USA) Ltd. are not regulated by CIRO and are not Members of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company ("STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.

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