From Planning to Legacy Total Wealth Solutions for You

With our Total Wealth Solutions, our team of specialists collaborates with you to uncover customized strategies that not only meet your individual needs but also empower you throughout your wealth journey.

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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.

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Insights and Strategies  |  November 6, 2024

Striking 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%.

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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.

About Raymond James

A firm built entirely around you.

Simply put, our business is people and their financial well-being. That is the foundation on which we were built. A culture of independence gives Raymond James advisors the freedom to offer advice based solely on your best interest. Not our bottom line. All guided by our core tenets of integrity and conservatism and putting clients first.

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Raymond James Overview

Sophisticated offerings on a more personal scale.

As a global financial services firm, our focus is on providing trusted advice and tailored, sophisticated solutions for individuals and institutions.

Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

Corporations & Institutions

Together we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.

Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

Advisor Impersonation Warning

Many scams and fraudulent activities attempt to imitate investment dealers or financial advisors to gain access to your personal and financial information. Raymond James Ltd. (RJL), it’s personnel and financial advisors have occasionally been misrepresented in scams and fraud attempts.

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  |  November 21, 2024

Fostering Generosity: Philanthropy for Today and Beyond

Watch our latest Client Insights webinar.

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Recent News

Press Release  |  December 2, 2024
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.

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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.