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.

Related Links

Learn more about working with a Raymond James advisor.

Market Commentary & Research

Weekly Trends  |  May 18, 2018
Chart Attack!

This week we look at a series of charts to help us take the pulse of the market and see what has/has not been working: The S&P 500 has made a nice recovery off the lows finding support at the 200-day moving average multiple times since February 2018. Market breadth has been solid as the cumulative advance-decline line has made a new high, indicative that the advance in the market is broad based.

Learn More
Trends & Ideas  |  May 4, 2018
Buy ‘em in the winter and Trim ‘em in the summer

“Sell in May and go away” is an old saying that cautions investors to sell their equities in May and get back into the markets inNovember. The adage itself dates back to an old English maxim that goes, “sell in May and go away, and come on back on St. Leger’s Day”.

Learn More
Insights & Strategies  |  May 10, 2018
Catalysts for Canada

In 2017, the S&P/TSX hibernated for most of the spring and summer months, but by mid-summer, investors ‘awoke’ and pushed the index up 1,400 points in just four months. The year-end rally occurred as concerns faded about weak oil prices and the impact of a slowing Canadian housing market on the banks. Five months into 2018, we’re dealing with a new set of headwinds that are holding back the S&P/TSX, most notably trade and pipelines.

Learn More

Find an advisor in Canada

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