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

Market Perspectives  |  August 21, 2020

Mission Accomplished!

US markets have completed a historic comeback this week. After repeatedly kissing its record high close, the S&P 500 broke above 3,393 completing an astonishing turn around. The path of least resistance over the past months has been a move higher, so it seemed inevitable that the index would eventually achieve new heights and join the NASDAQ which crossed into record territory 71 days ago.

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Corporate News  |  April 28, 2020

Raymond James Trust (Canada) Launched After Acquisition

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc. (NYSE: RJF), today announced it has completed the acquisition of Oak Trust Company, a privately held, federally regulated trust company based in London, Ontario. Following regulatory approval, the new division will be named Raymond James Trust (Canada).

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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

Market Perspectives  |  September 11, 2020

Pandora’s Box

The financial crisis (GFC) created many dislocations in the US economy and beyond - as you can see in the chart below ultra-loose monetary support was lent to the economy for well over 5 years. Not only did the US Federal Reserve keep rates low, but they continued to expand their balance sheet by buying government and mortgage backed securities. In fact, the Fed only began to shrink its balance sheet in 2018, a full decade after the crisis. The pandemic’s impacts have been far more reaching than the credit crisis. As such, the prospects for extraordinary measures remaining in place, not only in the US but in Canada, seems to be a reasonable assumption.

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Insights & Strategies  |  October 6, 2020

Another Solid Quarter

The third quarter ended on a sour note as September lived up to its reputation of being a difficult month, slipping 3.5% to give up some gains made in the prior months. Nonetheless, the quarter finished in the black, building on the strong second quarter. Throughout the period, headlines were dominated by uncertainties about the timing of economic reopening, rising COVID-19 case counts, flaring tensions between the US and China, US social unrest and inequalities, and policy uncertainty surrounding the extension of pandemic relief benefits. However, markets managed to look past these concerns and were driven by the usual suspects: monetary and fiscal stimulus, vaccine progress/hopes, better-than-expected corporate quarterly results and economic data that surprised to the upside.

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Recent News

Press Release  |  August 13, 2020
Raymond James Strengthens Its Canadian Real Estate Sector Coverage: Brad Sturges Joins Canadian Research Team

TORONTO – Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that Brad Sturges, CFA joins its Canadian Equity Research team on Monday August 17 as Managing Director, Equity Research Analyst, covering the Canadian REIT/REOC sector.

Press Release

Find an advisor in Canada

At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.