Exceptional Growth Support

The support to stand above the competition

Our aim is to provide you with the resources you need for growth in today’s competitive environment, and to put those resources right at your fingertips. Raymond James offers a number of concrete resources and distinct benefits for advisors, which include:

• Raymond James Trust Services offers fiduciary services to assist with a wide range of needs such as estate settlement and trust administration. They also facilitate our DAF (donor advised funds) accounts.
• Raymond James Financial Planning provides in house financial plans and projections.
• Raymond James Canada Foundation is the firm's philanthropic arm with provides resources such as grants towards your charitable initiatives.
• Full book ownership within an independent structure
• Option to benefit from equity ownership in NYSE-listed Raymond James Financial
• Initiatives for women advisor recruitment, retention and education through the Raymond James Network for Women Advisors
• Tools and resources to capture and leverage your distinctive value
• Premium marketing support with channels for individual advisor practices
• Our advisor desktop portal and technology tools to improve practice efficiency and profitability
• Private Client Solutions team offering a dynamic menu of investment strategies and ideas
• Succession planning and mentor programs to drive progress
• Alignment with Raymond James’ commitment to sustained growth and leadership in Canada
• Robust technology platform including support for social media
• Non-producing branch manager dedicated to advisor growth with direct access to executives and C-level management
• One-of-a-kind US-Canada platform for cross-border clients
• Annual National Business Conference - Watch NBC 2023 Closing Video