Raymond James Kelowna - Corporate Branch

04/03/2025

Please join Neil Linsdell, Head of Investment Strategy, Eugenio Aleman, Chief Economist, and Javed Mirza, Quantitative/Technical Analyst, as they review the state of the markets, discuss the economic environment, and consider the remainder of 2025 and longer-term outlook.

zoom.us

01/02/2025

Please join us for a special zoom webinar with Raymond James Chief Investment Officer, Larry Adam. This presentation details our ten themes for the next investing year, highlighting the key trends and opportunities we see.

zoom.us

10/29/2024

Conquest Planning is officially live at Raymond James Ltd. This powerful new financial planning platform will enhance our ability to deliver personalized advice and solutions to clients and support our goal of providing best-in-class tools to our advisory teams.

advisor.ca

10/09/2024

We are proud to sponsor the Third Space Charity Benefit Concert featuring JJ Wilde, 2021 Juno winner of Rock Album of the Year!

All revenue goes to Third Space Charity to continue their work of providing accessible mental health care services to young adults in the Central Okanagan.

The ticket link for October 25th can be found below! https://www.raymondjamesconnect.com/avaU5o

09/19/2024

Join Raymond James' Neil Linsdell, Head of Investment Strategy, Ed Mills, Managing Director, Washington Policy, Eugenio Aleman, Chief Economist, and Tavis McCourt, Institutional Equity Strategist, for a quarterly update on financial markets and insights into what to expect in the market with the upcoming US election.

zoom.us

09/05/2024

Do you have clients or prospects with assets in Canada and the US? Interested in becoming dual licensed and having the ability to service these clients seamlessly?

Raymond James Ltd (USA) provides the tools, support and expertise needed to provide you with cross-border solutions for your clients. Let's talk!

03/21/2024

Did you open a First Home Savings Account (FHSA) in 2023? If so, you need to be aware of this important information.

www.canada.ca

03/19/2024

The growth of Raymond James was highlighted in a recent Investment Executive article.

We know that digital experiences drive advisor and client experience, the article discusses the sizeable investments we're making in the continuous modernization of our technology infrastructure.

It also highlights our ability to attract and retain top talent advisors to the firm – including more women - thanks to the innovative approaches we're applying to internships, compensation, and leadership development.

Contact me if you are interested in learning more!

www.investmentexecutive.com

02/29/2024

Watch our latest Client Insights webinar Planning for the Administration of Your Estate!

This webinar was so popular a follow-up has been scheduled to answer the questions that came in with an opportunity for additional questions to be asked.

To register for the follow-up, click this link:
https://raymondjames.zoom.us/webinar/register/WN_AaPb9Q3lQQGnQza_9cCebg #/registration

www.raymondjames.ca

01/23/2024

While other firms may do cross-border services off the side of their desk, Raymond James sees it as an integral piece of our wealth offering.

We have also engaged the Gold Star services of Pershing, one of the largest custodians in the US, to help handle our clients' assets. A significant investment that allows us to access different specialist units across the platform to ask questions about tax, transfers, and other nuanced issues our clients might encounter.

www.wealthprofessional.ca

12/21/2023

Wishing you all some downtime and bright celebrations with family and friends this season. Happy Holidays!

12/07/2023

Please join us for a special zoom webinar with Raymond James Chief Investment Officer, Larry Adam. This presentation details our ten themes for the next investing year, highlighting the key trends and opportunities we see.

raymondjames.zoom.us