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?  
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About Our 3Macs Division  

Market Commentary & Research

Trends & Ideas  |  December 6, 2019

The Magic of Buybacks

Capital allocation is an important tool in assessing a company’s management team. As such, decisions about capital usage have the power to either create or destroy shareholder value. Whether management uses the capital to pay down debt, invest in growth projects and R&D (organically or by acquiring other companies), pay dividends and/or buy back shares directly impacts the future of a company. In essence, management can either retain excess capital and invest it for growth purposes or return it to shareholders. In this piece, we explore the latter, particularly share buybacks.

Learn More about The Magic of Buybacks
Insights & Strategies  |  January 21, 2020

2020 Outlook

Just 12 months ago, the majority of global central banks were firmly committed to tightening monetary conditions; however, a global economic slowdown dramatically changed the outlook. By the end of 2019, over 60 central banks were easing monetary conditions and the largest central banks had again begun expanding their balance sheets.

Learn More about 2020 Outlook

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