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Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.


Working with a Raymond James Advisor

Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.

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Learn about our 3Macs Division advisors who are part of a long legacy of providing valued financial advice since before Confederation. 


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Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.

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Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.

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Providing you with ready access to vital information and ideas to help you make the most of all facets of your life.

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In addition to a carefully constructed long-term financial plan, working with a Raymond James advisor will also give you ready access to vital information. Whether it's logging into our Client Account Online Access to track all of your Raymond James accounts in one secure place or reviewing important investment disclosures, you can get the information you need, when you need it, from virtually anywhere. And you can get started right here.

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Market Commentary and Research

Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.

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Commentary & Research

Weekly Trends  |  March 22, 2019

Cementing the Pivot

Canadian and US markets are poised to close out Q1 with one of the strongest starts in over 70 years, as the S&P/TSX and S&P 500 have gains of over 13% YTD. As we wrote in our monthly Insights & Strategies: The Power of a Pivot, central banks have played a big part in rescuing the market off its December lows.

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Trends & Ideas  |  March 1, 2019

Getting Into the Weeds

As of October 17, Canada has officially become the first developed nation to legalize cannabis for both medical and adult-use purposes, becoming a first mover in a world that is increasingly open to legalization and attracting the attention and interest from investors around the world. In this report we highlight the state of cannabis legalization, different areas of the industry, valuation levels and the risks associated with investing in the space.

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Insights & Strategies  |  March 5, 2019

The Power of a Pivot

It has been a wild ride over the past few months with the S&P/TSX making monthly moves ranging from +8.5% to –6.5%. The global economic slowdown that in part prompted us to reduce our equity exposure to neutral in November has also prompted central banks to pivot away quickly from their tightening bias to a more accommodative stance.

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