What are you planning for ?
You have goals.
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 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.
Market Commentary & Research
“No Taper” only Tantrums
While we believe yields will continue on an upward trend from here as the economy reopens in H2/2021, we expect this to result in elevated levels of volatility in the years ahead especially as the Fed and Bank of Canada (BoC) begin to unwind stimulus measures.Read More about “No Taper” only Tantrums
Top Investment Themes
Thematic investing focuses on a top-down investment approach that identifies companies with exposure to a specific theme, be it macroeconomic, long-term structural trend or specific target market. This type of investing has become even more widespread with the propagation of theme-based exchange-traded funds (or ETFs). These funds have exposure to companies that benefit from either technological, demographic or environmental trends.Learn more about Top Investment Themes
Commodities – Defying Gravity?
Commodity prices have enjoyed a period of stellar performance with the S&P GSCI index rallying ~110% since the pandemic lows in H1 of 2020. This growth has been fueled primarily by a surge in government spending on pandemic recovery programs and “green” initiatives, strong consumer demand, a surge in housing, stockpiling by China, and supply and demand imbalances/disruptions caused by the COVID-19 pandemic.Read More about Commodities – Defying Gravity?
Find an advisor in Canada
At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.