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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.

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Our advisors have the resources and expertise to help build a plan for life's "what-ifs".

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It's never been so important to have a plan designed to help ensure the lifestyle you want, now and well into the future.

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Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.

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Your advisor can provide access to capabilities and expertise to help with even the most complex planning needs.

Market Commentary & Research

Weekly Trends  |  March 22, 2019

Cementing the Pivot

Canadian and US markets are poised to close out Q1 with one of the strongest starts in over 70 years, as the S&P/TSX and S&P 500 have gains of over 13% YTD. As we wrote in our monthly Insights & Strategies: The Power of a Pivot, central banks have played a big part in rescuing the market off its December lows.

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Trends & Ideas  |  March 1, 2019

Getting Into the Weeds

As of October 17, Canada has officially become the first developed nation to legalize cannabis for both medical and adult-use purposes, becoming a first mover in a world that is increasingly open to legalization and attracting the attention and interest from investors around the world. In this report we highlight the state of cannabis legalization, different areas of the industry, valuation levels and the risks associated with investing in the space.

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Insights & Strategies  |  March 5, 2019

The Power of a Pivot

It has been a wild ride over the past few months with the S&P/TSX making monthly moves ranging from +8.5% to –6.5%. The global economic slowdown that in part prompted us to reduce our equity exposure to neutral in November has also prompted central banks to pivot away quickly from their tightening bias to a more accommodative stance.

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