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.

Working 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.

Investment Solutions

Your Portfolio can benefit from our comprehensive suite of investment solutions designed to help you meet your personal financial goals. Our extensive range of investment solutions encompasses investment strategy, equities, fixed income, foreign exchange, mutual funds, ETFs, structured notes, alternative investments, and separately managed accounts, all designed to enhance your portfolio.

Asset Management

Asset Management Services offers you personalized fee-based investment solutions.

Financial 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.

Estate and Trust Services

Our trust services team offers a breadth of services, education, and support to help you address your estate planning needs and move toward your future with confidence. With specialized expertise, our trust officers can provide a full suite of trust services to help safeguard your legacy and ensure the wishes you would have expressed in your will are realized.

Investor Resources

Providing you with ready access to vital information and ideas to help you make the most of all facets of your life

Client Resources

In addition to a carefully constructed long-term financial plan, working with a Raymond James advisor will also give you ready access to vital information. Whether it's logging into our Client Account Online Access to track all of your Raymond James accounts in one secure place or reviewing important investment disclosures, you can get the information you need, when you need it, from virtually anywhere. And you can get started right here.

Quebec Immigrant Investor Program

The Quebec Immigrant Investor Program, which was established in 1986, is designed to allow business people who meet specific criteria to enter Quebec and obtain permanent residency, while contributing to the economic development of the province.

Market Commentary and Research

Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.