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Client Retention Guide | Raymond James Ltd.

This guide shares client retention best practices from financial advisors across Canada who have successfully transitioned to a new firm.

Business Model Guide | Raymond James Ltd.

To find the best financial advisor business model fit for you and your clients, you have to know what’s possible. That’s why we created this guide that covers 6 main business model options for financial advisors and PMs in Canada.

Going Independent | Raymond James Ltd.

The independent channel offers the freedom, flexibility, and control to grow your business on your terms.

Accessibility and Feedback - Contact Us | Raymond James Ltd.

Raymond James Ltd. is committed to excellence in serving all clients, including providing clients with disabilities equal access to our service offerings.

Micol Haimson | Raymond James Ltd.

Micol Haimson is an accomplished management professional and a bilingual leader with a talent for managing teams in challenging environments.

An Open Letter To Our Clients

Richard Eakins | Raymond James Ltd.

Richard is the Senior Managing Director, Head of Equity Origination and Syndication. Richard brings over 25 years of financial services experience with previous roles and joined Raymond James Ltd.

Christopher Cafley| Raymond James Ltd.

As Senior Vice President, Head of Private Client Solutions, Chris leads various teams in providing advisors and their clients with access to best-in-class products and services.

Chris Shaw | Raymond James Ltd.

Prior to Raymond James, Chris was a senior partner at Cormark Securities for 16 years where he held various roles including periods as CEO and as Head of Investment Banking.

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