Market Commentary & Research
2nd Quarter Volatility and Uncertainty
While the first quarter saw a relentless advance in equity prices, the second quarter behaved more in line with history as the market experienced greater up and downside volatility.Learn More about 2nd Quarter Volatility and Uncertainty
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.Learn More about Investment Strategy: "Entrenched: Trade Warfare"
What are you planning for ?
You have goals.
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.
Advice, Products, and Services
Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.View all Advice, Products and Services
Working with a Raymond James Advisor
Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.Learn More
Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.Learn More
Asset Management Services offers you personalized fee-based investment solutions.Learn More
Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.Learn More
Providing you with ready access to vital information and ideas to help you make the most of all facets of your life.Learn More
Market Commentary and Research
Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.Learn More
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.Learn More
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.Learn More
Market Commentary & Research
Brookfield Asset Management Primer
Brookfield Asset Management (BAM) is one of the largest asset managers in the world and a major player in the Canadian equity markets.Learn More about Brookfield Asset Management Primer
The Fifth Generation
Mobile technology has changed quite significantly since the introduction of the first cell phones in the 1980s. The first mobile phone commercially introduced was the Motorola DynaTAC 8000X; it offered 30 minutes of talk-time between charges and weighed around 800 grams (or 1.76 lbs).Learn More about The Fifth Generation
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.Learn More