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  |  February 11, 2020

Value is What You Get

Valuation levels, at some point in this cycle, will mean something again. If history holds, the analysis of periods when markets are expensive suggests US investors who are putting money to work today should expect lower than average returns, greater volatility and be prepared for a 1/3 chance of a negative 5 year return.

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Investment Strategy Quarterly  |  January 1, 2020

Investment Strategy Quarterly: "2020"

As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with the daily dose of unprecedented headlines we receive.

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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

Weekly Trends  |  February 21, 2020

To Cut or Not To Cut

The Bank of Canada (BoC) has managed to hold the line on cutting the overnight rate despite falling commodity prices, rail blockades or weak export markets. The list of worries for the Canadian economy seemingly builds every day, but growth has managed to hold up. In this weekly note, we consider some of the factors the BoC is paying attention to as they assess their policy rate.

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Trends & Ideas  |  February 7, 2020

Full Charge

The energy we use today is dependent on our ability to store it in areas such as underground natural gas reservoirs, fuel tankers or hydro dams. However, as our sources of power generation change (from coal and natural gas towards wind and solar) so will the way we store energy. In this piece, we highlight the main demand sources for batteries (particularly the lithium ion battery, or LiB), demand drivers for energy storage, alternative energy storage technologies as well as ways to invest in the space.

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Recent News

Recent News  |  October 1, 2019
Raymond James Financial Announces Key Senior Leadership Appointments

Raymond James Financial, Inc. (NYSE: RJF) Chairman and CEO Paul Reilly today announced an executive management change as well as leadership appointments within the Asset Management Services division.

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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.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.