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 490 advisors across 174 branches managing C$69.3 billion in client assets. And we’re only growing stronger.
Your Legacy, Done Right
We provide the flexibility and independence you need to create the best future for your clients, your team, and your business.
Going Independent
Going from the bank channel to the independent channel can mean greater responsibility, but also more freedom and potential for greater rewards for both you and your clients.
Download our Going Independent guide for insights into the advantages and opportunities in the independent channel, including:
- Flexibility in building your business
- Freedom to put your clients first
- Potential for a better grid
- Greater control over succession
Discover Raymond James
Independence At Its Best
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
Dave Lougheed
Branch Manager, Portfolio Manager & Wealth Advisor
Lougheed Wealth Management of Raymond James Ltd.
"If you’re growing and successful at the banks, I don’t understand why you’re there. It’s not too difficult to make the switch to independent."
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.
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 best practices 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.
How to Transition Successfully Guide
You deserve to be at a firm that will give you the support and independence you need to flourish.
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.