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

Interest rates hold steady following latest FOMC meeting

Interest rates hold steady following latest FOMC meeting

11/01/2023
The Federal Reserve elected to not raise the federal funds rate for a second consecutive meeting, and the third time in 2023.
Markets & Investing
U.S. economy continues to defy expectations

U.S. economy continues to defy expectations

09/12/2023
Raymond James Chief Economist Eugenio Alemán discusses how this development impacts his team's forecast.
Markets and Investing
How to help mitigate the negative impacts of market swings

How to help mitigate the negative impacts of market swings

Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Markets and 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
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
6 things to remember when markets fall

6 things to remember when markets fall

It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
Markets & Investing