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  |  November 1, 2018
Nightmare on Bay Street

Equity markets are off to a rough start in Q4, following a challenging Q3 (excluding the US markets).

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Trends & Ideas  |  November 9, 2018
LNG, Yeah You Know Me

The last time we wrote about liquefied natural gas (LNG) in 2016 (LNG, what’s taking so long?), the outlook for the LNG Canada project in Kitimat, BC going through were dim.

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Insights & Strategies  |  November 2, 2018
US Mid-terms

From a market perspective, there will be a lot to digest after the election.

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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.