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
There are clearly some areas of the market that have excess froth – renewables, clean energy, EVs, and special purpose acquisition companies(SPACs) are a few that come to mind. Their popularity is generally driven by developing secular trends and longer term changes in how society functions. But then there are the crazy excesses we're seeing in companies trending on social media.Read More about Micro Bubbles
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
Exploring Opportunities in EM
One of the themes we have highlighted since upgrading equities to overweight in October 2020 has been the concept of broadening participation. Broadening can occur as investors shift their attention and capital towards areas of the market that have lagged, like moving from a concentration in large-cap technology stocks to value stocks or the deeply depressed commodity sectors.Read More about Exploring Opportunities in EM
Find an advisor in Canada
At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.