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.

Commentary & Insights

Quarterly Asset Allocation  |  January 12, 2023

The Seventh Inning Stretch

It’s usually during the seventh inning stretch when baseball fans rise and sing along to the unofficial anthem of North American baseball “Take Me Out to the Ball Game”.

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Tax Planning

Your Pathway to Better Brain Health

Client Insights Webinar - Your Pathway to Better Brain Health with Dr.Howard Chertkow, Director, Kimel Centre for Brain Health and Wellness and Anne & Allan Bank Centre for Clinical Research Trials.

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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.

Commentary & Insights

The Advantaged Investor  |  March 20, 2023

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

Head of Whole Loan Trading John Toohig (Memphis) and Nadeem Kassam (Toronto) join the podcast to discuss interest rates, loans and what’s going on in the current market.

Learn more about Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam
Insights and Strategies  |  March 1, 2023

Hawks Pounce as Doves Cry

Investors entered 2023 hopeful and, in some cases, even convinced that the fight against inflation was largely a 2022 story with both the U.S. Federal Reserve (Fed) and the Bank of Canada (BoC) set to end their tightening efforts with an eventual pivot towards rate cuts in H2/2023 if not sooner.

Learn more about Hawks Pounce as Doves Cry

Recent News

February 7, 2023
Annual Report 2022

Our values – and our commitment to them – have always been our source of strength. Returning to that source has carried Raymond James forward for 60 years, helping us build upon our successful history to create more possibilities for the future for advisors, their clients and our firm.

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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.