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  |  December 16, 2020

Happy Holidays and Prosperous New Year

It will not be our typical holiday season, that is for sure! But as we gather around the warm glow of our screens and devices, connecting with loved ones, we have entered the beginning of the end. The rollout of the COVID-19 vaccine has begun, providing a light at the end of the tunnel and while the past eight months have been difficult, there are positive takeaways: Many technology trends have been pulled forward by three to five years, which will surely result in future productivity gains.

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Corporate News  |  January 11, 2021

Raymond James Strengthens Commitment to Canadian Energy Industry

CALGARY – Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that industry veteran Stephen Woima has joined its Calgary-based Energy Investment Banking team as Director, Head of Acquisitions and Divestitures, Canada. Mr. Woima will oversee the firm’s efforts assisting Canadian energy firms with their A&D strategies by fully integrating the firm’s cross border capital markets capabilities in Canada and the United States.

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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, trust 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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People Always

Our business is people. Then. Now. Always.

Market Commentary & Research

Market Perspectives  |  January 14, 2021

Commodities: Road to Redemption

With the view that things will get better, not worse, we believe there remains an opportunity in areas of the market that have lagged over the past nine months. It may be challenging to look past the present, but both equity and bond markets have picked up on the improving growth prospects.

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Insights & Strategies

2020 - The Year That Was

In reflecting on the last 11 months, it is difficult to overlook the significant human costs of the pandemic. We think of those who paid the ultimate price with their lives; the impact that has had on their family and friends; those who continue to suffer from COVID-19 and lingering side effects; and the millions that have experienced economic hardship due to reduced or lost wages. Yet equity markets have looked past these challenges and are set to finish the year in the black.

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Recent News

Press Release  |  January 6, 2021
Raymond James Canada Launches Sustainability Investment Banking Group

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that veteran investment banker, Jimmy Leung, has been appointed to lead its newly launched sustainability investment banking team, as Managing Director and Head of Sustainability Investment Banking, effective today.

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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.