Raymond James Ltd.

At Raymond James, you always own your book.

We don’t just say this; we put it in writing. Because your independence powers our shared success.

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 176 branches managing C$74 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 here

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

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."


Image of Dave Lougheed.

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.

Email Us Confidentially Now