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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Market Commentary & Research

Market Perspectives  |  November 12, 2020

Shifting Focus

It's pretty much over, at least in the eyes of the market. The US election uncertainty was largely removed over the weekend with the Associated Press and other major outlets declaring Joe Biden the winner of the 2020 election on Saturday. Biden looks to have secured 290 electoral votes and would reach 306 if Georgia is called in his favour. In what is an American past time, Trump has been exploring legal action and recounts which he is fully entitled to do.

Read More about Shifting Focus
Trends & Ideas  |  March 6, 2020

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
Insights & Strategies  |  November 5, 2020

No One Left Behind

Fans of The Office will immediately recognize one of Robert California’s pointed social observations, “Life is long, opinions change. Winners prove me right. Losers prove me wrong.” This year has been difficult, to say the least, and it has created many losers, but also many winners. As the new bull market approaches its first full year in the coming quarter, the current winners will need to prove their lofty valuations are justified, and losers will need to show that the discounted valuation is unwarranted. The winners of the pandemic, mostly technology stocks, have benefited from the rapid adoption of new technologies within our daily lives.

Read More about No One Left Behind

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