Raymond James - Ottawa branch

09/08/2026

Building wealth is one thing. Keeping more of it working toward the people and goals that matter to you is another.

In this client story, we explore how a recently retired couple could bring together tax-efficient investing, retirement income planning, RESPs, insurance and estate planning to support both their retirement and the legacy they hope to leave for the next generation.

Take a look through the slides to see how a Total Wealth Solutions approach can help connect the different pieces of your financial life - and why the way your investments are structured can matter just as much as what you invest in.

09/07/2026

Happy Labour Day!
We hope you're enjoying this time to relax & recharge.

08/26/2026

Yesterday was a great day on the course for an even better cause!

We were out for the Wild Wealth Charity Golf Classic, hosted by Kale Wild from the Raymond James - Ottawa Corporate Branch and what a success!

Together, the event raised more than $25,000 for Hospice Care Ottawa!

08/26/2026

Canada-U.S. trade tensions have escalated again, with 50% Section 338 tariffs now affecting C$28 billion of Canadian exports and Canada pursuing dollar-for-dollar retaliation. While the overall economic impact should remain manageable, pressure will be concentrated in certain trade-exposed industries.

raymondjames.ca

08/20/2026

Many thanks to our dedicated volunteers from the and branches for spending some time at the Ottawa Food Bank Farm!

Together we harvested countless bundles of kale, then washed and prepared them to be distributed to people in need in our community.

If you are interested in volunteering at the farm, check the Ottawa Food Bank website for the Community Harvest details!

08/10/2026

Please join us in congratulating Melissa Delfino, CPA on this important milestone!

Melissa recently completed her upgraded licensing to Registered Representative (RR) and she has been promoted to Associate Wealth Advisor.

This next step reflects Melissa's hard work, commitment to professional development, and dedication to supporting our clients and team.

Congratulations, Melissa, on this well-earned achievement! We're excited to see all that you accomplish in your new role.

08/01/2026

As the August long weekend begins, we hope you have the chance to relax, recharge, and enjoy time with family and friends.

Whether you're heading to the cottage, exploring everything Ottawa has to offer, or simply taking some well-earned downtime, we wish you a safe and enjoyable holiday weekend.

Happy August Long Weekend from all of us at the Raymond James Ottawa Corporate Branch! ☀️

07/27/2026

What a fantastic way to spend a summer afternoon! ☀️🦙

Our Ottawa and Kanata Corporate Branch teams recently enjoyed a branch social at Rosetta Hills, where we had the chance to meet some very friendly alpacas and goats, explore the beautiful farm, and spend quality time together outside the office.

A special thank you to Nataliya and John, owners of Rosetta Hills, for your incredible hospitality and for sharing your beautiful property with us. We're especially proud that Nataliya is also a Raymond James Financial Advisor in our Perth office. It's wonderful to support the passions and businesses of our colleagues while creating opportunities to strengthen the relationships that make our team so special.

Moments like these remind us that great workplace culture is built not only through the work we do, but through the connections we create along the way.

Thank you for a memorable day - we're already looking forward to the next one!

🦙💚

07/23/2026

Summer socials are always a highlight! ☀️🍹

Our Ottawa and Kanata Corporate Branch teams got together last night to enjoy a fun evening on the rooftop at The Rabbit Hole. Great food, lots of laughs, and even a little magic made for a memorable night.

Taking time to connect outside the office helps strengthen the relationships that make our branches such great places to work. We're proud of the collaborative, supportive culture we've built- and evenings like this are a great reminder of what makes our team so special.

Thanks to everyone who joined us!

07/23/2026

Estate planning isn't just about passing on your wealth- it's about making things easier for the people you care about most.

A little preparation today can help reduce stress, delays, and uncertainty for your loved ones tomorrow.

Swipe through for 8 practical steps that can help create a smoother estate transfer, from organizing important documents and reviewing your will to communicating your wishes and defining the legacy you want to leave.

Whether you're just getting started or it's been a few years since you've reviewed your plan, now is a great time to revisit it.

If you'd like to discuss how estate planning fits into your overall financial plan, our team is here to help.