Privacy, Security, and Account Protection
Your information security and privacy is our priority
Our business is built on trust. To earn it—and keep it—we continually invest in our technology and information security, equipping our advisors with best‑in‑class tools while ensuring your information remains secure and private.
Cybersecurity commitment
At Raymond James Ltd., safeguarding client assets and information is fundamental to our operations. We maintain a comprehensive framework of technology controls to protect data confidentiality, integrity, and availability, supported by strong governance, continuous monitoring, and ongoing risk management. Our approach includes secure system design, strict access controls, resilient data protection, and proactive threat detection—aligned with regulatory expectations and industry best practices.
Innovation Built for Advisors and Clients
At Raymond James Ltd., we are dedicated to driving innovation, empowering advisors, and delivering exceptional client service. As future‑ready technology becomes increasingly essential in wealth management, we continue to make significant investments to strengthen our digital capabilities and support the evolving needs of our clients and advisors.
Coming Soon: A Next‑Generation Wealth Platform
To further enhance the advisor‑client experience, we’ve entered into an agreement with FNZ to accelerate the digital transformation of our wealth management infrastructure. This client‑centric, digital‑first platform is designed to deliver greater efficiency, speed, and personalization across the full wealth lifecycle—helping advisors spend more time focused on what matters most: providing tailored advice and supporting clients in achieving their financial goals.
Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd. and Raymond James (USA) Ltd. are not regulated by CIRO and are not Members of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company ("STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.
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