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  |  April 22, 2024

April 2024: Getting Closer to Rate Cuts

The first quarter of 2024 was much stronger than expected.

Learn More about April 2024: Getting Closer to Rate Cuts
Tax Planning

Update to Capital Gains Inclusion Rates

On June 10, 2024, the government tabled a Notice of Ways and Means Motion (NWMM) that contained the much-anticipated tax legislation outlining the changes to capital gains inclusion rates (CGIR) and associated stock option benefit deduction rates announced in the Federal Budget (Budget 2024) on April 16.

Learn More about Update to Capital Gains Inclusion Rates

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  |  June 13, 2024

Teaching Kids about Money

Robin Taub, CPA &CA, keynote speaker and bestselling author joins the podcast to discuss kids and money.

Learn more about Teaching Kids about Money
Insights and Strategies  |  June 3, 2024

June 2024: Connecting the Dots on the Productivity Problem

Canada is in the midst of a productivity problem that even the Bank of Canada’s senior deputy governor labeled an “emergency.”

Learn more about June 2024: Connecting the Dots on the Productivity Problem

Recent News

Press Release  |  June 10, 2024
Raymond James Ltd. Welcomes Michelle Connolly, CPA, CA, TEP, FEA, CFP as Head of Financial Planning and Insurance Solutions

Raymond James Ltd. is pleased to announce the appointment of Michelle Connolly, CPA, CA, TEP, FEA, CFP as Head of Financial Planning and Insurance Solutions within its Wealth Solutions group, effective May 29, 2024.

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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.