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  |  September 14, 2018
It’s All About the Capacity

This week we met with a number of oil and gas executive teams as they were marketing in our Toronto offices. A few common themes emerged during the meeting.

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Trends & Ideas  |  September 7, 2018
The New Social

Civilizations have tried to improve the way they communicate across long distances throughout history. Prior to the 20th century, our ancestors had a limited way of communicating with each other. In the 11th century, pigeons were observed to fly home from wherever they were located; when a brief message was added, this one-way service came to be known as pigeon post.

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Insights & Strategies  |  September 6, 2018
Spending “Quality” Time with the Portfolio

According to many market observers, the closing of the New York Stock Exchange on August 22, 2018 marked the day that the current US bull market became the longest in modern history.

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Find an advisor in Canada

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