Raymond James

Harbourfront closes strategic partnership with Audax Private Equity

Canadian investment firm finalizes strategic partnership and landmark nine-figure transaction with US PE group

How Raymond James is helping 'scared' cross-border clients

Steven Marcus saw an opportunity when he moved to Canada after 20 years on Wall Street

How you can help clients of all ages combat today's still-rising inflation?

'Trimming small amounts can make a difference', says veteran advisor

Air Canada's rough post-pandemic landing drags down earnings

CEO apologizes for travel chaos as Quebec-based airline posts earnings miss and net loss

5-Star Advisors (Quebec and Western Canada) 2022

These 30 industry-leading advisors in Quebec and Western Canada stand apart with alternative offerings, top-notch planning, and future-proofing initiatives

June 2022 sees billions in investor withdrawals from Canadian mutual funds

As investors chose to scurry into safe haven assets, money market funds experienced greater net inflow

Who will serve on the CSA's new Investor Advisory Panel?

The panel was announced in 2021 and will be launched in September this year with a distinguished group of industry experts

How advisors can build trust with Indigenous clients

FP Canada survey revealed deep suspicion of finance profession, but advisor says for those willing to learn, opportunities abound

Raymond James names new Canadian wealth business head

New head of wealth management in Canada comes in with record of industry leadership and business education

Independent firm adds new advisor talent to its roster

Two practices bring with them combined assets of $335 million