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  |  September 14, 2018
It’s All About the Capacity

This week we met with a number of oil and gas executive teams as they were marketing in our Toronto offices. A few common themes emerged during the meeting.

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Trends & Ideas  |  September 7, 2018
The New Social

Civilizations have tried to improve the way they communicate across long distances throughout history. Prior to the 20th century, our ancestors had a limited way of communicating with each other. In the 11th century, pigeons were observed to fly home from wherever they were located; when a brief message was added, this one-way service came to be known as pigeon post.

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Insights & Strategies  |  September 6, 2018
Spending “Quality” Time with the Portfolio

According to many market observers, the closing of the New York Stock Exchange on August 22, 2018 marked the day that the current US bull market became the longest in modern history.

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