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

Market Perspectives  |  June 12, 2020

Making ‘Cents’ of Currency Markets

The global foreign exchange (FX) market sees roughly US$6.6 trillion in daily trading activity, yet as an asset class it is often spared thorough analysis by portfolio managers. As Canadian investors in an increasingly global economy, the movement in the Canadian dollar, aka the Loonie, has considerable impact on the value of our investments from our foreign denominated stocks. FX revenue generated by domestic companies also impacts their bottom lines. So what has been happening in FX markets given recent events?

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Corporate News  |  April 28, 2020

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).

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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

Market Perspectives  |  July 3, 2020

Using ESG in Fixed Income Investing

In light of the COVID-19 pandemic, Environment, Social and Governance (ESG) issues have increasingly become key considerations for equity investors, but what about fixed income investors? The income and generally safe disposition of investment grade corporate bonds makes them an integral part of almost any portfolio’s asset allocation. Furthermore, structural tailwinds should continue to bolster demand for “safe” assets.

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Insights & Strategies  |  July 7, 2020

Bounce Back Quarter

From a historical perspective, Q2 followed the playbook. Following such a severe contraction in Q1, the subsequent quarter tends to be positive but not nearly enough to erase the prior quarter’s loss. For the S&P/TSX to break even year to date, the market would have needed to advance over 27%, but experienced only a 16% gain. As for the next quarter, the history books suggest the S&P/TSX will experience a setback.

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Recent News

Press Release  |  July 29, 2020
Raymond James Financial reports third quarter fiscal year 2020 results

ST. PETERSBURG, Fla – Raymond James Financial, Inc. (NYSE: RJF) today reported net revenues of $1.83 billion and net income of $172 million, or $1.23 per diluted share, for the fiscal third quarter ended June 30, 2020.

Press Release

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.