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  |  October 4, 2018
Onward and Upward

The S&P/TSX struggled during the third quarter amid a selloff in base metals, such as copper, which weighed on our commodity sensitive index.

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Investment Strategy  |  October 15, 2018
“If you can keep your head when all about you are losing theirs”

The call for this week: It is unbelievable to us that investors are listening to pundits that NEVER saw the decline coming, yet now want to tell us why the decline happened.

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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  |  October 12, 2018
October Can Be a Scary Month

October has started off in its typical fashion as it has historically been the most volatile month of the year. This week’s selloff appears to be driven by several factors.

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Trends & Ideas  |  October 5, 2018
Alternative Investments – A Focus on Risk-Adjusted Returns

There is little question that investors have been handsomely rewarded by equity markets over the last decade, with the US bull market recently becoming the longest one in history.

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Recent News

Recent News  |  October 2, 2018
Congratulations to our 2018 RJL Woman of Distinction – April Dorey!

The Network for Women Advisors is very proud to announce that April Dorey was the recipient of the 2018 RJL Woman of Distinction Award.

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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.