An array of investment strategies

Raymond James Ltd. is the largest independent full-service investment firm in Canada that supports a culture of independence, allowing us the complete freedom to offer unbiased financial advice. 

Our investment philosophy is built on a style-agnostic approach. This allows us the freedom to go where the opportunities are and find companies with outlying potential.  We want to identify the industry leaders, while avoiding risky sectors that do not align with a client’s risk tolerance.

Whether you are looking for wealth preservation, capital growth, or creating an income, our portfolios offer a completely transparent investment strategy through the direct ownership of individual stocks, bonds, preferred shares, real estate investment trusts (REITs) and exchange traded funds (ETFs).

News & resources

FOMC raises rates above 5% for first time since 2007

FOMC raises rates above 5% for first time since 2007

05/03/2023
On the heels of its 10th consecutive rate hike since March 2022, the Federal Reserve hedged its bets on pausing rate adjustments.
Markets & Investing
4 reasons why the U.S. dollar's dominance will remain intact

4 reasons why the U.S. dollar's dominance will remain intact

04/26/2023
While there have been fluctuations, Raymond James CIO Larry Adam notes that the U.S. dollar remains stable over long periods of time.
Markets & Investing
Fed raises interest rates with a 25 basis point increase

Fed raises interest rates with a 25 basis point increase

03/22/2023
Indications from the central bank are that its tightening cycle is drawing to a close.
Markets & Investing
Why you should maintain a long-term view amid bank headlines

Why you should maintain a long-term view amid bank headlines

03/17/2023
CIO Larry Adam shares four points to remember amid volatility in the banking sector and broader market.
Markets & Investing
Over time, markets have proved positive and resilient

Over time, markets have proved positive and resilient

When markets react, consider a broader historical perspective before changing your financial course.
Markets & Investing
What will 2023 have in store for investors?

What will 2023 have in store for investors?

12/20/2022
CIO Larry Adam shares the Investment Strategy team's market-focused wishes for the new year.
Markets & Investing
12 wishes for the new year [INFOGRAPHIC]

12 wishes for the new year [INFOGRAPHIC]

12/12/2022
What's on the market's wish list for 2023? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
What have markets learned about recessions?

What have markets learned about recessions?

08/19/2022
CIO Larry Adam explains why he doesn't think the U.S. economy is in a recession.
Markets & Investing
Inflation heat wave is about to break

Inflation heat wave is about to break

07/18/2022
With temperatures and inflation fears at record highs, CIO Larry Adam believes the pain will soon start to ease.
Markets & Investing
Navigating a sea of negativity

Navigating a sea of negativity

06/21/2022
CIO Larry Adam believes the market is already pricing in a mild recession.
Markets & Investing
How rebalancing helps keep your portfolio on track

How rebalancing helps keep your portfolio on track

Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Can the Fed pull off a soft landing?

Can the Fed pull off a soft landing?

05/25/2022
CIO Larry Adam believes the Fed will likely engineer a soft landing and avoid a severe recession.
Markets & Investing