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  |  July 19, 2019

Brookfield Asset Management Primer

Brookfield Asset Management (BAM) is one of the largest asset managers in the world and a major player in the Canadian equity markets.

Learn More about Brookfield Asset Management Primer
Trends & Ideas  |  June 7, 2019

The Fifth Generation

Mobile technology has changed quite significantly since the introduction of the first cell phones in the 1980s. The first mobile phone commercially introduced was the Motorola DynaTAC 8000X; it offered 30 minutes of talk-time between charges and weighed around 800 grams (or 1.76 lbs).

Learn More about The Fifth Generation
Insights & Strategies  |  July 11, 2019

2nd Quarter Volatility and Uncertainty

While the first quarter saw a relentless advance in equity prices, the second quarter behaved more in line with history as the market experienced greater up and downside volatility.

Learn More about 2nd Quarter Volatility and Uncertainty

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