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

Market Perspectives  |  March 11, 2021

“No Taper” only Tantrums

While we believe yields will continue on an upward trend from here as the economy reopens in H2/2021, we expect this to result in elevated levels of volatility in the years ahead especially as the Fed and Bank of Canada (BoC) begin to unwind stimulus measures.

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Corporate News  |  March 31, 2021

Raymond James sponsored The Wealthy Life television show will now be seen across Canada on Global TV

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., is excited to announce that The Wealthy Life television program, hosted by Sybil Verch, will air nationally across Canada on Global Television, premiering April 3.

View Press Release about Raymond James sponsored The Wealthy Life television show will now be seen across Canada on Global TV

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

Market Perspectives  |  April 22, 2021

Adding Fuel to the Fire: Budget 2021

The federal government announced their first budget in more than two years, with plans for additional spending of $101.4 billion over the next three years. After combing through the entire 700+ page budget, it was clear that the focus of this budget is on the government’s plan to finish the fight against COVID-19, ensure a robust economic recovery, and to invest in jobs and growth for all Canadians.

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Insights & Strategies  |  June 1, 2021

Commodities – Defying Gravity?

Commodity prices have enjoyed a period of stellar performance with the S&P GSCI index rallying ~110% since the pandemic lows in H1 of 2020. This growth has been fueled primarily by a surge in government spending on pandemic recovery programs and “green” initiatives, strong consumer demand, a surge in housing, stockpiling by China, and supply and demand imbalances/disruptions caused by the COVID-19 pandemic.

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Recent News

Press Release  |  May 18, 2021
Raymond James Ltd. Welcomes Onorio Lucchese as Managing Director and Head of Real Estate Investment Banking

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., announces that industry veteran Onorio Lucchese has joined the firm as Managing Director, Investment Banking, Head of Real Estate.

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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.