Sophisticated solutions for a complex world.
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.
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.
Asset Management Services offers you personalized fee-based investment solutions.
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.
Providing you with ready access to vital information and ideas to help you make the most of all facets of your life.
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.
Market Commentary and Research
Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.
Commentary & Research
Making ‘Cents’ of Currency Markets
The global foreign exchange (FX) market sees roughly US$6.6 trillion in daily trading activity, yet as an asset class it is often spared thorough analysis by portfolio managers. As Canadian investors in an increasingly global economy, the movement in the Canadian dollar, aka the Loonie, has considerable impact on the value of our investments from our foreign denominated stocks. FX revenue generated by domestic companies also impacts their bottom lines. So what has been happening in FX markets given recent events?Read More about Making ‘Cents’ of Currency Markets
Top Investment Themes
Thematic investing focuses on a top-down investment approach that identifies companies with exposure to a specific theme, be it macroeconomic, long-term structural trend or specific target market. This type of investing has become even more widespread with the propagation of theme-based exchange-traded funds (or ETFs). These funds have exposure to companies that benefit from either technological, demographic or environmental trends.Learn more about Top Investment Themes
The more things change, the more things stay the same. While there is no question we will experience changes in how we live, work and play, the most significant impacts of COVID-19 will be simply to accelerate trends that were already in place prior to the crisis. Through either herd immunity or the successful creation of a vaccine, life will slowly return to normalcy, but the pandemic will undoubtedly present new opportunities for some industries and challenges for others. There will be winners and losers borne out of this crisis, which based on our current understanding, we outline throughout this publication.Read More about Post-COVID Themes