Commentary & Insights
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.
Learn More about Attempting to Stick the Soft LandingFostering Generosity: Philanthropy for Today and Beyond
Watch our latest Client Insights webinar.
Learn More about Fostering Generosity: Philanthropy for Today and Beyond
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.
Advice, Products, and Services
Sophisticated Solutions for a complex world.
Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.
View all Advice, Products and ServicesWorking with a Raymond James Advisor
Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.
Learn MoreInvestment Products
Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.
Learn MoreAsset Management
Asset Management Services offers you personalized fee-based investment solutions.
Learn MoreFinancial Planning
Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.
Learn MoreInvestor Resources
Providing you with ready access to vital information and ideas to help you make the most of all facets of your life.
Learn MoreMarket Commentary and Research
Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.
Learn MoreWhat 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.
Learn MoreAbout 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.
Learn MoreCommentary & Insights
Tax Implications of the Fall Economic Statement: Addressing everyday costs on a day filled with uncertainty
Addressing everyday costs on a day filled with uncertainty.
Learn more about Tax Implications of the Fall Economic Statement: Addressing everyday costs on a day filled with uncertaintyStriking the Right Balance
A supersized rate cut from the Bank of Canada (BoC) on October 23 continued an interest rate easing cycle that started in June, bringing the policy rate to 3.75% from a high of 5.00%.
Learn more about Striking the Right BalanceRecent News
Raymond James Ltd. Announces New Home for our Kelowna Office
the Canadian arm of North American investment dealer Raymond James Financial, Inc., is excited to announce the relocation of our Kelowna office to a prime downtown location, as of December 2, 2024. This move marks a significant milestone in our ongoing commitment to growth and excellence in client service.
Learn 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.