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  |  May 18, 2018
Chart Attack!

This week we look at a series of charts to help us take the pulse of the market and see what has/has not been working: The S&P 500 has made a nice recovery off the lows finding support at the 200-day moving average multiple times since February 2018. Market breadth has been solid as the cumulative advance-decline line has made a new high, indicative that the advance in the market is broad based.

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Trends & Ideas  |  May 4, 2018
Buy ‘em in the winter and Trim ‘em in the summer

“Sell in May and go away” is an old saying that cautions investors to sell their equities in May and get back into the markets inNovember. The adage itself dates back to an old English maxim that goes, “sell in May and go away, and come on back on St. Leger’s Day”.

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Insights & Strategies  |  May 10, 2018
Catalysts for Canada

In 2017, the S&P/TSX hibernated for most of the spring and summer months, but by mid-summer, investors ‘awoke’ and pushed the index up 1,400 points in just four months. The year-end rally occurred as concerns faded about weak oil prices and the impact of a slowing Canadian housing market on the banks. Five months into 2018, we’re dealing with a new set of headwinds that are holding back the S&P/TSX, most notably trade and pipelines.

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