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  |  June 1, 2018
Canadian Housing

Canadian real estate has been a good asset class to own for well over a decade. The Canadian national average home price has advanced 65% over the last 10 years which is quite impressive when compared to the S&P/TSX’s 27% gain over the same period. But recent measures to tighten lending standards and an uptick in interest rates have led to a slowdown in the housing market.

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Investment Strategy  |  June 11, 2018
I'll Go Along With the Rest of the Boys!

You might think institutions with their large staffs of highly-paid and experienced investment professionals would be a force for stability and reason in financial markets. They are not; stocks heavily owned, and constantly monitored by institutions, have often been among the most inappropriately valued. A perfect example of this is the Consumer Staples sector.

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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  |  June 22, 2018
Here We Go Again

Some days, perhaps every day since November 2016, it feels like we’re living in some sort of alternative universe. In this world, the President of the US (POTUS) is buddies with a North Korean Dictator, yet the closest allies are alienated and squeezed for concessions.

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Trends & Ideas  |  June 1, 2018
Want to Travel to Space? “Planet” Now!

You might be thinking about a travel destination this summer. How about space? Well, the dream to go to space may become a reality sooner than you think with billionaires such as Elon Musk, Jeff Bezos and Richard Branson all vowing to make space tourism a reality.

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Recent News

Recent News  |  June 19, 2018
Raymond James Continues to Strengthen Investment Banking Energy Services Expertise

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that Kyle Rookes is joining the firm's Energy Investment Banking team in Calgary as Managing Director, Investment Banking, Head of Oil Field Services, effective June 25, 2018.

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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.