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  |  March 3, 2021

To Infinity and Beyond

NASA’s most sophisticated rover, Perseverance, landed successfully on the Jezero Crater, Mars on February 18, 2021, following its seven-month cruise through space. Getting a spacecraft to the launch pad (during a pandemic, no less) and navigating through the harsh space environment are no easy feats, nor is a soft touchdown on Mars, since only ~40-50% of all Mars landing attempts have ever been successful.

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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.

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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.

Market Commentary & Research

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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Insights & Strategies  |  April 1, 2021

Equity positioning for rising rates

Growing up, I was a thrill seeker and, to the extent possible, I would search for ways to get my adrenaline pumping. While I was too young to go skydiving, the simplest and cheapest way for me to get my “fix” was to ride the latest roller coaster at Canada’s Wonderland north of Toronto.

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Recent News

Press Release  |  April 6, 2021
Raymond James Recruitment Momentum Continues – The 53rd Branch Welcomes Diana Dowhaluk

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., is pleased to welcome Diana Dowhaluk, Senior Vice President, Financial Advisor and Associate Financial Advisor Vera Siu to the 53rd Branch at 40 King St. W. in downtown Toronto.

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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.