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  |  January 22, 2024

2024: The Year of Rate Cuts, but How Much and How Soon?

For 2024, we are expressing our outlook as two parts as we see the first and second halves of the year progressing differently.

Learn more about 2024: The Year of Rate Cuts, but How Much and How Soon?
Business Ownership

Post-disaster relief resources

In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.

Learn More about Post-disaster relief resources

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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People Always

Our business is people. Then. Now. Always.

Commentary & Insights

The Advantaged Investor  |  February 13, 2024

Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US

Washington Policy Analyst, Ed Mills returns to the podcast and has wide-ranging discussion with host Chris Cooksey.

Learn more about Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US
Insights and Strategies  |  February 1, 2024

A.I. Beyond the “Magnificent Seven”…

Finding a market commentary in 2023 that didn't mention the “Magnificent Seven” was quite a challenge.

Learn more about A.I. Beyond the “Magnificent Seven”…

Recent News

February 21, 2024
Raymond James Welcomes Robert Sutherland as Managing Director, Head of Real Estate to the Equity Capital Markets Team

The Canadian arm of North American investment dealer Raymond James Financial, Inc., is pleased to welcome Robert Sutherland as Managing Director, Head of Real Estate to the Equity Capital Markets team.

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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.