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.

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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. 


Investment Products

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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Asset Management

Asset Management Services offers you personalized fee-based investment solutions.

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Financial Planning

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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Investor Resources

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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Client Resources

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

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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Trends & Ideas  |  March 6, 2020

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.

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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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