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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. 

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  |  December 16, 2020

Happy Holidays and Prosperous New Year

It will not be our typical holiday season, that is for sure! But as we gather around the warm glow of our screens and devices, connecting with loved ones, we have entered the beginning of the end. The rollout of the COVID-19 vaccine has begun, providing a light at the end of the tunnel and while the past eight months have been difficult, there are positive takeaways: Many technology trends have been pulled forward by three to five years, which will surely result in future productivity gains.

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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

2020 - The Year That Was

In reflecting on the last 11 months, it is difficult to overlook the significant human costs of the pandemic. We think of those who paid the ultimate price with their lives; the impact that has had on their family and friends; those who continue to suffer from COVID-19 and lingering side effects; and the millions that have experienced economic hardship due to reduced or lost wages. Yet equity markets have looked past these challenges and are set to finish the year in the black.

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