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

Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
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Markets & Investing
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
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Markets & Investing
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
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Markets & Investing
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
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Markets & Investing