Integrating fixed income solutions into your portfolio
Integrating fixed income solutions into your portfolio
Your portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow. Fixed income investments are an essential component of a well-diversified financial plan and can support your aspirations with a reliable stream of income.
With a deep understanding of bonds and fixed income investments, we can help you integrate these core investments into your custom financial plan using a process that is defined, focused and disciplined – the characteristics needed to help preserve your hard-earned wealth, while striving to provide predictable cash flow now and in the future.
-
Long-term investors can reap the benefits of holding fixed income investments to maturity, a strategy that helps to provide reliable, steady interest payments to fortify your income stream while also preserving principal. We have access to a broad array of investments providing yield and predictable cash flow to support your desired lifestyle. Our team is well-versed in matching your specific goals and risk tolerance with investments that best align with your needs.
-
Our experienced team is knowledgeable about both the risks and rewards inherent in fixed income products. We seek out high-quality investments, and manage them in a way designed to safeguard your hard-earned wealth from erosion due to inflation or taxation. Investors who take the long view and hold high-quality bonds to maturity can generally expect a full return of their principal, as well as the stated yield.
-
Fixed income is a valuable tool for establishing a solid foundation for your portfolio by providing diversification to help smooth out pockets of volatility as various asset classes rotate in and out of favour. We select individual fixed income investments that are not only of a high quality on their own, but also work seamlessly with the rest of your portfolio to deliver a reasonable total return at a risk level you’re comfortable with.
-
Your life and financial circumstances are unique, and so are your needs for your wealth management plan and portfolio. Your bond allocation depends on many factors – including your time horizon, risk tolerance, need for income and future goals – so we narrow the investment universe to choices that offer you a combination of income and stability. We leverage the extensive resources and specialists at Raymond James and utilize rigorous analysis and due diligence to structure a portfolio that specifically suits your objectives.
We’ve learned over the years, and through various market environments, that careful evaluation and selection of investments demands close attention. Rather than relying solely on third-party ratings to dictate your choices, we independently scrutinize each investment ourselves so we can present you with a truly personalized strategy and plan. The due diligence and analysis are well worth the effort, so that you understand what you own and why.
We offer a broad range of true fixed income investments at competitive pricing.
- Government bonds
- Agency bonds
- Bankers Acceptances
- Corporate bonds
- Mortgage-backed securities
- Municipal bonds
- Preferred securities
- Guaranteed investment certificates (GICs)
- Strip coupons
-
We work closely with you to gain a thorough understanding of your priorities for risk, capital growth and preservation before carefully selecting investments to suit your needs. We offer strategic support in crafting and implementing investment plans, and tap into the analytical resources of Raymond James and its specialists.
Even once your portfolio has been designed and integrated, our job is not done. We regularly monitor your allocations to ensure they are appropriate in the market environment and for your unique situation. Our first-class support is always delivered with your singular goals in mind, and that remains true as we highlight and implement the right fixed income strategy for you.
Asset allocation and diversification do not guarantee a profit nor protect against loss.
- PAX Portfolio Advisory 10060 Jasper Ave Suite 2300 – Scotia Place Tower 1 Edmonton, AB T5J 3R8
- T 780.414.2500
- F 780.414.2599
- Map & Directions
- Map & Directions
© 2024 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers | Manage Cookie Preferences
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.
Securities-related products and services are offered through Raymond James Ltd.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.
Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.