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  |  May 3, 2019

Breaking the Home Country Bias

We see the benefits of diversification in many places, like nature and society. On the former, genetic diversification allows populations to effectively adapt to changing environments and improve their odds of fighting disease. As for societal benefits, these include individuals gaining new ways to solve complex problems, the acceptance of differing opinions and perspectives and the promotion of respect for others.

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Investment Strategy  |  April 22, 2019

Investment Strategy: “Random Gleanings on a Nothing Week”

I titled Friday’s MorningTack “Nothing From Nothing,” which was a 1974 hit song by Billy Preston. As scribed last Friday: We entered this week with my short-term indicators suggesting the stock market was not going to do much this week since on a trading basis the stock market was out of internal energy. So far, that’s been a pretty good short-term trading call since the S&P 500 closed last Friday (4-12-19) at 2907.41 and yesterday closed at 2900.45.

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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  |  May 24, 2019

That's a Wrap

US earnings season has essentially wrapped up with ~90% of S&P 500 companies having reported first quarter results as of the end of last week. The quarter did not offer many surprises as we saw the typical earnings and sales upside surprises.

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Trends & Ideas  |  May 3, 2019

Unprofitable Debuts

We have seen a string of initial public offerings (IPOs) so far this year including the likes of Lyft (LYFT-US), Zoom Video Communications (ZM-US) and Pinterest (PINS-US), and expect more to come in 2019.

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Recent News

Recent News  |  May 6, 2019
Raymond James Ltd. Announces Launch of Quebec Trust Company Subsidiary to Add Trust Company Services To Its Full Service Offering for Quebec Clients

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc. (NYSE: RJF), today announced it has submitted an application to establish a provincially regulated trust company based in Montreal, Quebec, pending regulatory approval. The new subsidiary will be named Raymond James Trust (Quebec).

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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.