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.
Planning for the Unexpected
Market Commentary & Research
That's a Wrap
US earnings season has essentially wrapped up with ~90% of S&P 500 companies having reported first quarter results as of the end of last week. The quarter did not offer many surprises as we saw the typical earnings and sales upside surprises.Learn More about That's a Wrap
We have seen a string of initial public offerings (IPOs) so far this year including the likes of Lyft (LYFT-US), Zoom Video Communications (ZM-US) and Pinterest (PINS-US), and expect more to come in 2019.Learn More about Unprofitable Debuts
Breaking the Home Country Bias
We see the benefits of diversification in many places, like nature and society. On the former, genetic diversification allows populations to effectively adapt to changing environments and improve their odds of fighting disease. As for societal benefits, these include individuals gaining new ways to solve complex problems, the acceptance of differing opinions and perspectives and the promotion of respect for others.Learn More about Breaking the Home Country Bias
Find an advisor in Canada
At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.