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  |  August 8, 2019

Powell Pivot Complete

The US Federal Reserve delivered its first interest rate cut in over a decade amid concern decelerating global growth may further weigh on the US economy.

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Investment Strategy  |  July 11, 2019

Investment Strategy: "Entrenched: Trade Warfare"

Trade tensions between the United States and China have been a hallmark of President Trump’s time in office and a major market overhang that threatens to initiate a decoupling of the world’s largest economies, disrupting supply chains, and potentially hitting company earnings in the process.

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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.

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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  |  September 19, 2019

Attack on Aramco

This week the market’s attention shifted away from trade wars to a potential military conflict in the Middle East. By now, most are aware of the overarching details: Saudi Arabia’s main oil processing and storage facility Abqaiq, which processes roughly 7 mln/bpd, was attacked forcing the shut down of more than 5 mln/bpd of capacity. This is the most significant disruption to global oil supply in modern history, as it represents about 5% of global production. Spot WTI and Brent oil prices jumped 15.5% and 12.4%, respectively on the news, but as it became evident the Saudis will have much of the production back online in the coming weeks both benchmarks retreated.

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Trends & Ideas  |  September 6, 2019

Revisiting “Better Than Bonds”

Globally, investors have been flocking to safe-haven assets such as bonds over the past decade, sending bond yields to record lows (bond yields and prices are inversely related: when yields decline, bond prices increase). In fact, Canada, the US, UK, Australia and New Zealand are the only developed markets without government bonds trading with negative yields. The recent push that have sent bond yields to record lows come amid concerns over global trade, slowing global economy and heightened recession fears.

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Recent News

Recent News  |  July 11, 2019
Raymond James Strengthens Healthcare, Biotechnology, and Cannabis Research: Rahul Sarugaser Joins Canadian Team

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that Rahul Sarugaser has joined its Canadian Equity Research team as Managing Director, Equity Analyst, Healthcare, Biotechnology & Cannabis.

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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.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.