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  |  March 28, 2025

2025 Tax Season Preparation and Federal Income Tax Update

Watch our latest Client Insights webinar.

Learn more about 2025 Tax Season Preparation and Federal Income Tax Update

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

Market Perspectives  |  April 9, 2025

The week after liberation day takes markets on a roller coaster ride

The week after liberation day takes markets on a roller coaster ride

Learn more about The week after liberation day takes markets on a roller coaster ride
Insights and Strategies  |  April 4, 2025

Liberation Day Tariff Package Hits Hard Around the World

January was helped by the GST/HST tax holiday and advanced ordering from U.S. manufacturers front-running tariffs that will likely lead to 1Q25 GDP growth in the 1.8% range.

Learn more about Liberation Day Tariff Package Hits Hard Around the World

Recent News

March 5, 2025
Year in review: 2024 Annual Report

When a company’s roots run deep, change becomes more than an inevitability or something to simply prepare for. Change can be a challenge, but from a position of steady strength, it can also be a choice. Something we shape, for our own firm and for the industry around us.

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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.