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. 

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

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Market Commentary & Research

Market Perspectives  |  March 11, 2021

“No Taper” only Tantrums

While we believe yields will continue on an upward trend from here as the economy reopens in H2/2021, we expect this to result in elevated levels of volatility in the years ahead especially as the Fed and Bank of Canada (BoC) begin to unwind stimulus measures.

Read More about “No Taper” only Tantrums
Trends & Ideas  |  March 6, 2020

Top Investment Themes

Thematic investing focuses on a top-down investment approach that identifies companies with exposure to a specific theme, be it macroeconomic, long-term structural trend or specific target market. This type of investing has become even more widespread with the propagation of theme-based exchange-traded funds (or ETFs). These funds have exposure to companies that benefit from either technological, demographic or environmental trends.

Learn more about Top Investment Themes
Insights & Strategies  |  May 3, 2021

US Infrastructure: The Icing on the Cake

The US economy has come roaring back from the depths of the crisis with real gross domestic product (GDP) forecasted to grow by 6.3% in 2021, up from -3.5% in 2020. Consumer and business fundamentals continue to show clear signs of strength, underpinned by trillions in COVID-19 fiscal stimulus (+26% of 2020 GDP) introduced since the beginning of the pandemic.

Read More about US Infrastructure: The Icing on the Cake

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