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

Market Perspectives  |  June 12, 2020

Making ‘Cents’ of Currency Markets

The global foreign exchange (FX) market sees roughly US$6.6 trillion in daily trading activity, yet as an asset class it is often spared thorough analysis by portfolio managers. As Canadian investors in an increasingly global economy, the movement in the Canadian dollar, aka the Loonie, has considerable impact on the value of our investments from our foreign denominated stocks. FX revenue generated by domestic companies also impacts their bottom lines. So what has been happening in FX markets given recent events?

Read More about Making ‘Cents’ of Currency Markets
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 & Strategies  |  July 7, 2020

Bounce Back Quarter

From a historical perspective, Q2 followed the playbook. Following such a severe contraction in Q1, the subsequent quarter tends to be positive but not nearly enough to erase the prior quarter’s loss. For the S&P/TSX to break even year to date, the market would have needed to advance over 27%, but experienced only a 16% gain. As for the next quarter, the history books suggest the S&P/TSX will experience a setback.

Read More about Bounce Back Quarter

Find an advisor in Canada

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

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.