Adam Beaudin-Ball

Raymond James: Our dedicated partner

We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.

While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.

The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges.

We’re honoured to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.

  • Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF.

    Raymond James was founded on the principle of always putting the needs of clients first. We have been operating as RJL since 2001, however, our heritage in Canada goes back over 175 years to predecessor firms that continue to shape who we are today. Our 3Macs division has a respected legacy of helping individuals and families with their wealth management needs going back to 1849. Today, this principle remains the foundation on which we continue to build our company.

    Highlights

    • A leading North American independent full-service investment firm with over 8,800 financial advisors and 19,000 associates worldwide.
    • US$1.54 trillion in client assets under administration worldwide.
    • US$31 billion market capitalization.
    • A dedicated privacy office and cyber threat centre.

    In Canada

    • We manage C$88 billion in client assets across more than 169 offices, have 520 independent advisors and over 2,000 associates.
    • Our Equity Capital Markets team includes investment banking, institutional sales & trading and investment research professionals. Our institutional sales and trading professionals in Canada execute transactions for over 400 of North America's leading institutions.
    • Raymond James Canada Foundation was established in 2012 and has donated more than C$13 million to various initiatives.
    • We are a sponsor of Rugby Canada with a focus on empowering women to succeed, including programs to help team members pursue career opportunities in wealth management following their athletic careers.
    • A member of the Canadian Investor Protection Fund and regulated by the Canadian Investment Regulatory Organization (CIRO).

    *Statistics as of quarter-end June 30, 2025.

  • We work hard to be recognized as Canada’s premier investment firm. We are dedicated to providing client satisfaction, award-winning equity research, strong asset management performance, long-term corporate stability and a unique culture focused on the success of our advisors and their clients. Ours is a commitment you won’t find everywhere.

    Recent Accolades

    • 2025: Best WorkplacesTM - Canada’s Most Trusted Executive Teams, For Women & For Mental Wellness
    • 2025: Highly rated across all categories of the Investment Executive Brokerage Report
    • 2024: For the third year in a row, RJL was proud to receive the SPi Canada Award for “Best Independent Dealer”
    • 2023: Raymond James Trust (Canada) and Solus Trust Company Limited Complete Merger Combination Creates Canada’s Leading Independent Trust Services Firm

  • Our business is people and their financial well-being. We are committed to helping individuals, corporations, and municipalities achieve their unique goals while developing and supporting successful professionals and helping our communities prosper.

  • We put clients first. If we do what’s right for our clients, the firm will do well, and we’ll all benefit.

    We act with integrity. We put others above self and what’s right above what’s easy. We believe doing well and doing good aren’t mutually exclusive.

    We think long-term. We act responsibly, taking a conservative approach that translates into a strong, stable firm for clients, advisors, associates, and shareholders.

    We value independence. We respect autonomy, celebrate individuality and welcome diverse perspectives while encouraging collaboration and innovation.