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  |  May 15, 2020

Earnings Recap

US earnings season is in its final throws with ~90% of S&P 500 companies reporting Q1 results. The impact of COVID-19 towards the latter half of Q1 was enough to push earnings growth well into the red. Recall, in 2019 S&P 500 earnings growth was essential flat (grew 1.5% yoy) while the market itself managed to gain ~30%. With no earnings growth, 2019’s impressive gains came from price-earnings (PE) multiple expansion, not from an improvement in earnings.

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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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At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.

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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  |  May 22, 2020

ESG During Pandemic Times

Environment, Social, and Governance (ESG) investing has been a headline subject over the past couple years in the Canadian retail landscape. Many investment firms are considering, or are already in the process of, integrating an ESG framework into their practices as availability of data sets and sharing of best practices expands. The trend has been driven by a variety reasons. We are not looking to delve into the ABC’s of ESG per se; rather we highlight how the ESG landscape has progressed through a thus-far tumultuous 2020. In particular, we’ll look to see whether one of the biggest market meltdowns in modern history has caused investors to move away from ESG funds and how ESG funds performed so far this year.

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Insights & Strategies  |  June 3, 2020

Post-COVID Themes

The more things change, the more things stay the same. While there is no question we will experience changes in how we live, work and play, the most significant impacts of COVID-19 will be simply to accelerate trends that were already in place prior to the crisis. Through either herd immunity or the successful creation of a vaccine, life will slowly return to normalcy, but the pandemic will undoubtedly present new opportunities for some industries and challenges for others. There will be winners and losers borne out of this crisis, which based on our current understanding, we outline throughout this publication.

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Recent News

Press Release  |  June 1, 2020
Raymond James Hires Scott Hudson as National Director, Wealth Management

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., today announced that Scott Hudson has joined the firm as National Director, Wealth Management.

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.