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. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate financial planning, investment management, insurance solutions, tax solutions, estate and trust services, and charitable giving strategies based on your unique circumstances and wishes.

Commentary & Insights

Quarterly Asset Allocation  |  October 22, 2024

Attempting to Stick the Soft Landing

As we head into the home stretch of 2024, we seem to be in a good environment for equities.

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Client Insights  |  October 23, 2024

Quarterly Market Update: US Election Edition

Watch our latest Client Insights webinar.

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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.

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, trust 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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Commentary & Insights

The Advantaged Investor  |  September 25, 2024

Helping Mom and Dad Transition to Assisted Living or Retirement Facilities

Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities.

Learn more about Helping Mom and Dad Transition to Assisted Living or Retirement Facilities
Insights and Strategies  |  September 3, 2024

Lies, Damned Lies, and Statistics

Mark Twain popularized the phrase “lies, damned lies, and statistics”, referring to figures that would beguile him.

Learn more about Lies, Damned Lies, and Statistics

Recent News

Press Release  |  September 3, 2024
Raymond James is Proud to be an Official Partner of Rugby Canada and the Presenting Sponsor of Canada’s U20 Women’s Rugby Team

Raymond James Ltd. the Canadian arm of North American investment dealer Raymond James Financial Inc., is pleased to announce the agreement with Rugby Canada to become an official partner, focused on the women’s competitive program, including being the presenting sponsor of Canada’s U20 Women’s Rugby Team.

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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.