Working With a Raymond James Advisor

It starts by being personal.

Your relationship with a Raymond James advisor begins with a meaningful conversation – about you. Your goals, your wants, your needs, your concerns, your family, your passion, your vision for the future. It’s about working together to understand the strategies and services that will let you live the life you want.

Next, you and your advisor will develop a comprehensive personal financial strategy.

Just like you, your strategy is unique. It will be customized to help you reach major milestones – the ones you know are coming, and perhaps a few you haven’t considered yet. Your advisor can provide a wide array of wealth management services, from investment strategies backed by award-winning research to estate plan reviews that ensure your wishes are carried out exactly as you intend. In implementing your strategy, your advisor will work in collaboration with other professionals, such as lawyers and accountants, to ensure the approach is holistic – and all aspects are working together. Through our Client Account Online Access, you will have secure online access to up-to-date account information; knowing your accounts and information are protected by cybersecurity technology that exceeds the industry standard.

Through the years, your strategy will evolve with you.

The relationship with your advisor will grow deeper as you monitor the progress of your investments and review your strategy. Life events might require adjustments. Whatever the need, whatever phase of life you are in, your advisor will see you through.


Working with a Raymond James advisor means you have a trusted financial partner – for life.

Learn about our 3Macs Division advisors who are part of a long legacy of providing valued financial advice since before Confederation. 

Related Links

Learn more about working with a Raymond James or 3Macs Division advisor.

First Meeting Checklist (PDF)  What Are You Planning For?  
Advice, Products, and Services About Raymond James
About Our 3Macs Division  

Market Commentary & Research

Weekly Trends  |  May 24, 2019

That's a Wrap

US earnings season has essentially wrapped up with ~90% of S&P 500 companies having reported first quarter results as of the end of last week. The quarter did not offer many surprises as we saw the typical earnings and sales upside surprises.

Learn More about That's a Wrap
Trends & Ideas  |  May 3, 2019

Unprofitable Debuts

We have seen a string of initial public offerings (IPOs) so far this year including the likes of Lyft (LYFT-US), Zoom Video Communications (ZM-US) and Pinterest (PINS-US), and expect more to come in 2019.

Learn More about Unprofitable Debuts
Insights & Strategies  |  May 3, 2019

Breaking the Home Country Bias

We see the benefits of diversification in many places, like nature and society. On the former, genetic diversification allows populations to effectively adapt to changing environments and improve their odds of fighting disease. As for societal benefits, these include individuals gaining new ways to solve complex problems, the acceptance of differing opinions and perspectives and the promotion of respect for others.

Learn More about Breaking the Home Country Bias

Find an advisor in Canada

At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.