Wealth Management

Life Well Planned. It's more than a motto. It's our purpose and our promise.

Our business is you and your financial well-being, because we believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. A Raymond James financial/investment advisor can pull it all together with sophisticated advice and a detailed guide for the long term.

Market Commentary & Research

Insights & Strategies  |  March 5, 2020

Coronavirus - The Known Unknown

The novel coronavirus (COVID-19) introduces a new level of uncertainty for the market and will undoubtedly delay the nascent global economic recovery, which began late last year. However, we need to put the recent pullback in the equity markets into perspective.

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Investment Strategy Quarterly  |  January 1, 2020

Investment Strategy Quarterly: "2020"

As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with the daily dose of unprecedented headlines we receive.

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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.

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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.

What Makes Us Different


Working With a Raymond James Advisor

Trust builds from an understanding of what’s most important to you. And with a relationship that deepens over time. When you work with a Raymond James advisor, your plan is individual. Personal. And built for the long term. Each advisor is empowered with the latest technology so you get the information you need, when you need it, from virtually anywhere. From tracking all of your accounts in one secure place to access to industry-leading research, it all starts right here.

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About Raymond James

Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. And since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.

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Market Commentary & Research

Recent News  |  March 17, 2020

An Open Letter To Our Clients

Rarely in our history have we – as individuals, as companies, as Canadians and as a global society – faced such uncertainty. Over the last few weeks, the COVID-19 pandemic has resulted in rapidly changing circumstances, including the recent decision to close our Canadian borders to all foreign nationals, excluding American citizens. The sheer speed of change has left many feeling fearful of what’s to come.

Read more about An Open Letter To Our Clients
Weekly Trends  |  March 25, 2020

Canadian Dividend Investments in a COVID-19 World

The impact from COVID-19 has plunged the entire world into highly volatile and uncertain times. Canada and the US are currently in the eye of the storm and we expect the health impacts from the virus to continue to get worse before they get better. The good news is we have seen a model of what works in earlier impacted economies, in particular China and South Korea, where infection rates have been falling thanks to quarantines, strict travel restrictions and social distancing.

Learn more about Canadian Dividend Investments in a COVID-19 World

Recent News

Recent News  |  March 17, 2020
An Open Letter To Our Clients

Rarely in our history have we – as individuals, as companies, as Canadians and as a global society – faced such uncertainty. Over the last few weeks, the COVID-19 pandemic has resulted in rapidly changing circumstances, including the recent decision to close our Canadian borders to all foreign nationals, excluding American citizens. The sheer speed of change has left many feeling fearful of what’s to come.

Read more

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.