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.

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  |  November 14, 2019

Welcome to the Melt Up

Over the past few months we’ve been watching the movement between risk-on and risk-off assets, and global market breadth. Despite equities performing well YTD, cross-asset price action for much of the past 12 months suggested a certain amount of caution was warranted.

Learn More about Welcome to the Melt Up
Trends & Ideas  |  November 1, 2019

A Changing Investment Climate

ESG (environmental, social, governance) is a newer, but increasingly growing topic in the world of investments. Both institutional and retail investors are paying closer attention to ESG for various reasons whether they believe this will improve long term returns, align more with their values or want to have a positive impact on the world.

Learn More about A Changing Investment Climate
Insights & Strategies  |  November 6, 2019

Minority Report

The last three Canadian minority governments lasted on average two years; however, the current government may exceed this given policy similarities between the Liberals and NDP and the unwillingness of the cash-strapped NDP to force another election.

Learn More about Minority Report

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