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  |  March 5, 2019

The Power of a Pivot

It has been a wild ride over the past few months with the S&P/TSX making monthly moves ranging from +8.5% to –6.5%. The global economic slowdown that in part prompted us to reduce our equity exposure to neutral in November has also prompted central banks to pivot away quickly from their tightening bias to a more accommodative stance.

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Investment Strategy  |  March 18, 2019

Investment Strategy: “Desperately Seeking Income”

The call for this week: So last week I was asked why, since I remain extremely bullish, I have not recommended any stocks recently. My answer to that email read something like:

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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  |  March 22, 2019

Cementing the Pivot

Canadian and US markets are poised to close out Q1 with one of the strongest starts in over 70 years, as the S&P/TSX and S&P 500 have gains of over 13% YTD. As we wrote in our monthly Insights & Strategies: The Power of a Pivot, central banks have played a big part in rescuing the market off its December lows.

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Trends & Ideas  |  March 1, 2019

Getting Into the Weeds

As of October 17, Canada has officially become the first developed nation to legalize cannabis for both medical and adult-use purposes, becoming a first mover in a world that is increasingly open to legalization and attracting the attention and interest from investors around the world. In this report we highlight the state of cannabis legalization, different areas of the industry, valuation levels and the risks associated with investing in the space.

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Recent News

Recent News  |  February 21, 2019
Raymond James named one of B.C’s Top Employers for a Fourth Year

We are pleased to announce that Raymond James has again been recognized as one of BC’s Top Employers for 2019. “Being honoured for a fourth year in a row by BC’s Top Employers program reaffirms what we already know -- that our people have helped to create the type of firm that good people want to join and grow. It is our collective efforts that make a difference and our workplace a success,” says Paul Allison, Chairman and CEO of Raymond James Ltd.

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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.