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 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
Canadian Dividend Investments in a COVID-19 World
The impact from COVID-19 has plunged the entire world into highly volatile and uncertain times. Canada and the US are currently in the eye of the storm and we expect the health impacts from the virus to continue to get worse before they get better. The good news is we have seen a model of what works in earlier impacted economies, in particular China and South Korea, where infection rates have been falling thanks to quarantines, strict travel restrictions and social distancing.Learn more about Canadian Dividend Investments in a COVID-19 World
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
Coronavirus - The Known Unknown
The novel coronavirus (COVID-19) introduces a new level of uncertainty for the market and will undoubtedly delay the nascent global economic recovery, which began late last year. However, we need to put the recent pullback in the equity markets into perspective.Learn More about Coronavirus - The Known Unknown