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

The Advantaged Investor  |  August 1, 2023

Tips for the Solo Senior

Portfolio Manager Neela White returns to discuss the podcast to discuss issues facing the solo senior.

Learn more about Tips for the Solo Senior
Trends & Ideas  |  March 6, 2020

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
Insights and Strategies  |  August 1, 2023

Can the Consumer Continue to Drive Growth?

As we continue to debate if Canada, the U.S., and/or the rest of the world, is in, going in, or able to avoid recession, we would like to examine a key driver of economic growth: consumer spending.

Learn more about Can the Consumer Continue to Drive Growth?

Find an advisor in Canada

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