What are you planning for ?
You have goals.
No two people have the exact same goals. That’s why it takes an individually tailored financial strategy to make your goals a reality. Raymond James advisors work with many different clients at many different stages of life. So no matter where you are or where you’re trying to go, your advisor can create a customized strategy to help you get there.
Growing My Wealth
Your advisor can help you build a portfolio that aligns with your goals, timeline, and personal tolerance for risk.
Preserving My Wealth
Our advisors have the resources and expertise to help build a plan for life's "what-ifs".
Planning for Retirement
It's never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.
Providing for Family
Supporting a child's education or caring for an aging loved one shouldn't mean sacrificing your future.
Managing My Estate
Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.
Growing My Business
Your advisor can provide access to capabilities and expertise to help with even the most complex planning needs.
Market Commentary & Research
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.Read More about Mission Accomplished!
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
Commodities: Road to Redemption?
We can see that the ingredients for higher inflation are present once the economy is on a firmer footing. Higher inflation can provide a tailwind for the commodity complex as prices typically rise when inflation is accelerating.Read More about Commodities: Road to Redemption?
Find an advisor in Canada
At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.