Working With a Raymond James Advisor

It starts by being personal.

Your relationship with a Raymond James advisor begins with a meaningful conversation – about you. Your goals, your wants, your needs, your concerns, your family, your passion, your vision for the future. It’s about working together to understand the strategies and services that will let you live the life you want.

Next, you and your advisor will develop a comprehensive personal financial strategy.

Just like you, your strategy is unique. It will be customized to help you reach major milestones – the ones you know are coming, and perhaps a few you haven’t considered yet. Your advisor can provide a wide array of wealth management services, from investment strategies backed by award-winning research to estate plan reviews that ensure your wishes are carried out exactly as you intend. In implementing your strategy, your advisor will work in collaboration with other professionals, such as lawyers and accountants, to ensure the approach is holistic – and all aspects are working together. Through our Client Account Online Access, you will have secure online access to up-to-date account information; knowing your accounts and information are protected by cybersecurity technology that exceeds the industry standard.

Through the years, your strategy will evolve with you.

The relationship with your advisor will grow deeper as you monitor the progress of your investments and review your strategy. Life events might require adjustments. Whatever the need, whatever phase of life you are in, your advisor will see you through.


Working with a Raymond James advisor means you have a trusted financial partner – for life.

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Market Commentary & Research

Weekly Trends  |  July 11, 2018
US Earnings Preview

US earnings season is set to kick off this week with quarterly earnings reports from Wells Fargo, JP Morgan and Citigroup. The S&P banks index has fallen 2.5% in the past month and 11.4% from its January highs partly due to the flattening yield curve, so we’ll see if the quarter can help the banks reverse the trend.

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Trends & Ideas  |  July 6, 2018
Better Than Bonds (for now)

Income-oriented investors already know by now that times are different – the level of yield that was prevalent in the bond market 10-15 years ago is no longer achievable. However, things are starting to change. The BoC raised the overnight rate three times to 1.25% following two cuts in 2015, and consensus is expecting one to two additional hikes this year

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Insights & Strategies  |  July 5, 2018
Focusing on the Positives

The S&P/TSX hit a fresh new high during the second quarter despite growing concerns of a widening global trade war between the US and the rest of the world. For a short while, Canadian equities were able to look past the heightened trade rhetoric and tit-for-tat escalation, and focus on the strength within the commodity complex during the months of April and May, and the pockets of strength showing in the Canadian economy.

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At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.