What are you planning for ?

You have goals. we help you get there..

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

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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