You bring your vision, expertise, and entrepreneurial drive. We’ll provide the scale and industry-leading support to help take your business further.
Canada's Leading Independent
We’re Canada’s largest independent financial advisory firm with over 500 advisors across more than 165 branches managing $88.1 billion in client assets. And we’re only growing stronger.
Growing Together
Learn about the growth plans propelling us toward $100 billion in AUA in this interview with our CEO, Jamie Coulter.
Read hereThe Power of Women. The Future of Finance.
At Raymond James, we’re committed to growing and supporting the community of women financial advisors in Canada.
Download our Opportunities for Women
Advisors guide - a practical, inspiring
resource featuring insights from
Canadian women advisors in wealth.
Inside, you’ll find real perspectives on:
- Career advancement strategies
- Maternity leave support
- Creating a sense of belonging
- Mentorship and guidance
- Pay equity and advocacy
Whether you're starting out or looking to grow, this guide offers valuable tools to help you thrive.
Discover Raymond James
A firm that supports your growth, goals, and success.
We believe you know what's best for your clients, so we focus on empowering you to run your business in the way that's best for you.
Assessing your dealer options?
Download this checklist to easily compare Raymond James with other investment dealers in Canada
Melanie Gotts
Portfolio Manager
Raymond James Ltd.
“Clients are more willing to share
their questions and worries about
investing with women.
I think they will reach out and be a
bit more honest with women
advisors, which makes the
relationships more solid.”
Insights & Best Practices
Take charge of your future.
Whether you’re developing a succession plan, exploring your business model options, considering switching firms, or concerned about client retention during a transition, we are here to share advisor insights and best practices.
How to Transition Successfully Guide
You deserve to be at a firm that will give you the support and independence you need to flourish.
Going Independent
Learn about the opportunities for going independent, and how to do it successfully.
Opportunities for Women Advisors Guide
How can you thrive as a woman in wealth management? Get tips and insights from women advisors across Canada.
Succession Planning Essentials Guide
Your clients, your team, your business, and your legacy – done right, succession planning benefits all of these.
Client Retention Best Practices Guide
Will your clients follow when you transition to a new firm? Learn how to prepare your clients for your move.
Business Model Guide
To find the right business model for your clients, your business, and your career, you need to determine where you can truly thrive.
Start a Confidential Conversation.
Interested in discussing your future at Raymond James? One of our team members will email or text you for a private discussion.