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  |  January 9, 2019
2019 Outlook

As we look forward, we believe many of the headwinds we’ve discussed since downgrading equities to neutral last November and recommending a more defensive sector positioning remain in place.

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Investment Strategy  |  January 10, 2019
Morning Tack - “The 10% Solution”

So yesterday morning I was a key note speaker at the Tampa Economic Forum in front of about 500 participants.

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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  |  January 11, 2019
China: Canary in the Coal Mine

A resolution to the trade spat between the US and China is seen by many as the panacea for the current market rut. We’re not so sure.

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Trends & Ideas  |  December 7, 2018
Finding Koala Tea

Here’s something you may have not known: Koalas are very picky about their habitat and only live in areas with fertile soil and tons of Eucalyptus trees.

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Recent News

Recent News  |  November 5, 2018
Re-branded Raymond James Canada Foundation website launch

We are very pleased to announce the re-launch of our bilingual Raymond James Canada Foundation website which celebrates and supports the philanthropy of our employees and associates, and our clients.

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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.