Total Wealth Solutions

Comprehensive Strategies for Every Stage of Life

We empower your wealth journey through our Total Wealth Solutions approach that incorporates customized, professional, wealth management advice. Your Raymond James Advisor steers the process and collaborates with a team of specialists to ensure your strategy is optimal, and the best solutions are made available to you.

Total Wealth Solutions for Life's Milestones

Our business is you and your financial well-being. We believe professional advice, deep discovery, and holistic wealth planning are keys to success. Our Total Wealth Solutions approach takes a 360° view of your life—bringing together financial planning, investment management, insurance, tax strategies, estate and trust services, charitable giving, and more.

Plan Your Life

Financial Planning for Life Goals

Manage Your Wealth

Investment Management to Grow Wealth

Protect Your Wealth

Insurance Solutions to Safeguard Family

Share Your Wealth

Estate and Trust Services to Build Legacy

Preserve Your Wealth

Tax Solutions to Retain More Wealth

Create a Lasting Legacy

Charitable Giving to Shape the Future

Cross-Border Services

Expand your reach through tailored cross-border wealth solutions for Canada and the U.S.

Commentary and Insights

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
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Tax Planning Charitable Giving
Fraudulent scams are on the rise.
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Life Events, Lifestyle & Technology
On March 26, 2026, Peter Bethlenfalvy, Minister of Finance, tabled the 2026-27 Ontario budget.
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Tax Planning
Watch our latest Client Insights webinar.
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Tax Planning Client Insights
On March 24, 2026, Manitoba Minster of Finance, Adrien Sala, released the province’s budget for the 2026-2027 fiscal year.
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Tax Planning
On March 18, 2026, Saskatchewan Deputy Premier and Minster of Finance, Jim Reiter, released the province’s budget for the 2026-2027 fiscal year.
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Tax Planning
On March 18, 2026, Quebec’s Finance Minister, Eric Girard, released the province’s 2026-2027 budget.
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Tax Planning
With women influencing more of Canada’s wealth, conversations with financial advisors are evolving.
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Life Events, Lifestyle & Technology
There are many fraud scams out there, it’s important to know what they are.
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Life Events, Lifestyle & Technology
5 Myths About Canadian Women and Wealth
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Life Events, Lifestyle & Technology
Hear from our panel of remarkable women, including leaders from our corporate partners, on how mentorship, advocacy, and collaboration have shaped their careers.
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Life Events, Lifestyle & Technology
In today’s fast-paced digital world, fraud is becoming more common and sophisticated.
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Life Events Lifestyle and Technology
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Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd. and Raymond James (USA) Ltd. are not regulated by CIRO and are not Members of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company ("STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.

© 2026 Raymond James Ltd. All rights reserved.

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Regulated by CIRO Canadian Investment Regulatory Organization
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