Sophia Financial has chosen to partner with Raymond James to deliver the highest level of service and independent advice.

Raymond James, our broker dealer, puts clients’ needs first. They believe it is the best way to ensure their success and, in turn, the long-term success of their advisors and the company. They call this their service 1stsm philosophy. With a strong focus on clients and a commitment to supporting those who serve them, Raymond James has become known as the premier alternative to Wall Street and Bay Street in Canada, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships.

Sticking to the core principles of client first, independence and integrity, Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, and their core values ensure they’ll never be so big that they don’t have time for what matters most: the clients who depend on them.

The markets change, but our values will always be the same. Client first is at our core, supported by conservatism, independence and integrity.

When you took over our account, you presented us with a level of personal service that we had not experienced before. You took into consideration our entire financial situation and spent considerable time with us to get to know who we were as people. You prepared a retirement plan based on our goals and our risk tolerance level. You have proven to be worthy of our trust, and we look forward to our continuing relationship.
John and Ann B.Retirees, Burnaby, B.C.