Raymond James: Our dedicated partner
Raymond James: Our dedicated partner
We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges.
We’re honoured to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
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Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF.
Raymond James was founded on the principle of always putting the needs of clients first. Our predecessor companies in Canada were doing the same for more than 80 years, and our 3Macs division has a respected legacy of helping individuals and families with their wealth management needs going back to 1849. Today, this principle remains the foundation on which we continue to build our company.
Highlights
- A leading North American independent full-service investment firm with over 8,464 Financial Advisors in more than 3,000 locations worldwide.
- US$1.26 trillion in client assets under administration.
- Raymond James and its affiliates in Canada, Europe, and Latin America employ research analysts who cover 1,199 companies. Research analysts provide research coverage of consumer, energy, financial services, healthcare, industrial, mining & natural resources, real estate, technology & communications, and transportation and industrial services industries.
In Canada
- Raymond James Ltd. now sits at over 1,510 employees and agents, including 490 Financial Advisors in 156 branches across Canada, and corporate offices in Vancouver and Toronto.
- Our Equity Capital Markets team includes investment banking, institutional sales & trading and investment research professionals. Our institutional sales and trading professionals in Canada execute transactions for over 400 of North America's leading institutions.
- C$70.6 billion in client assets under administration.
- A member of the Canadian Investor Protection Fund and regulated by the Investment Industry Regulatory Organization of Canada (IIROC)
*Statistics as of quarter-end December 31, 2021.
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We work hard to be recognized as Canada’s premier investment firm. We are dedicated to providing client satisfaction, award-winning equity research, strong asset management performance, long-term corporate stability and a unique culture focused on the success of our advisors and their clients. Ours is a commitment you won’t find everywhere.
Raymond James has gained international attention and accolades for their excellence from organizations such as StarMine, Fortune Magazine and Brendan Wood International.
Recent Achievements
- Raymond James has acquired a Canadian trust company to help clients with estate planning and settlement. The new division’s name is Raymond James Trust Services (Canada). A Quebec based trust services division was launched in 2019
- Recipient of the 2020 Employee Recommended Workplace award.
- Raymond James earned a score of 100 on the 2020 Human Rights Campaign Corporate Equity Index, resulting in our organization being recognized as a “Best Place to Work for LGBTQ Equality
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Mission Statement
Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts:
- Our clients always come first.
- We must provide the highest level of service with integrity.
- Assisting our clients in the attainment of their financial objectives is our most worthy enterprise.
- We must communicate with our clients clearly and frequently.
- Our investments and services must be of superior quality.
- Teamwork - cooperating with and providing assistance and support to our fellow associates - is fundamental to sustaining a quality work environment that nurtures opportunities for unparalleled service, personal growth and job satisfaction.
- Continuing education is necessary to maintain the timeliness of investment knowledge, tax law information and financial planning techniques.
- Innovation is requisite to our survival in a changing world.
- To emulate other members of our industry requires us to continue to work hard; to excel beyond our peers requires us to provide an even higher calibre of service to our clients.
- We must give something back to the communities in which we live and work.
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Our trust services division offers fiduciary services to assist clients with a wide range of important needs like estate settlement, trust administration, and power of attorney services. Our professionals bring experience, expertise, and a client-focused approach to our trust service offerings for the clients of Raymond James.
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At the Raymond James Canada Foundation, we understand your passion, determination, and commitment to make the world a better place. We also know that strategic charitable giving is an essential part of any successful financial plan. We offer a sophisticated and cost-effective investment vehicle designed to simplify philanthropy, so you can focus on what matters to you.
Raymond James News
2022
- November 28, 2022 - Raymond James Canada Enhances Canadian Diversified Industrials Investment Banking group
- November 1, 2022 - Raymond James Ltd. Welcomes John Booth as Managing Director, Mining
- October 31, 2022 - Raymond James Portfolio Manager Shiraz Ahmed named the winner of 2022 IIAC Top Under 40 Award
- September 26, 2022 - Raymond James Congratulates 2022 Woman of Distinction Award Winner Cindy Boury
- September 9, 2022 - Raymond James’s chief executive aims to add $30-billion in assets over five years.
- June 1, 2022 - Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc. has appointed Scott Hudson, Executive Vice President, Head of Wealth Management, Private Client Group effective June 1, 2022.
- May 31, 2022 - Raymond James Announces New Area Manager for the Victoria Corporate Branch
- May 5, 2022 - Raymond James Ltd. has ranked highest in investor satisfaction with full-service brokerage firms according to the J.D. Power 2022 Canada Full-Service Investor Satisfaction Study SM
- March 23, 2022 - Raymond James Employees and the Raymond James Canada Foundation Raise $215,000 in Support of the Ukraine Humanitarian Crisis
- March 1, 2022 - Raymond James’ banking arm celebrates a decade of growth and success in Canada, surpassing $3 billion in loan commitments
- January 12, 2022 - Raymond James Ltd., Chief Executive Officer, Jamie Coulter - Embarking on Another Decade of Service to Canadians
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- December 6, 2021 - Raymond James Ltd. Chief Executive Officer Paul Allison Transitions From Head of Canadian Operations – Jamie Coulter Appointed Chief Executive Officer, Raymond James Ltd.
- December 6, 2021 - Congratulations to Brianne Gardner for her Women in Capital Markets (WCM) Rising Star 2021 award
- October 6, 2021 - d1g1t Announces Strategic Partnership with Raymond James Correspondent Services
- October 5, 2021 - Raymond James Congratulates our 2021 Woman of Distinction – Trixie Rowein of Edmonton!
- September 8, 2021 - Raymond James Ltd. Selects FactSet to Provide Market Data for Financial Advisors
- August 26, 2021 - Raymond James Ltd. Announces the Appointment of Karen Hoffmann and Eddie Leschiutta to the Boards of Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.
- August 24, 2021 - Raymond James Ltd. Welcomes Jill Chua as Managing Director, Financial Institutions and Financial Technology
- May 5, 2021 - Raymond James Ltd. Welcomes Onorio Lucchese as Managing Director and Head of Real Estate Investment Banking
- April 6, 2021 - Raymond James Recruitment Momentum Continues – The 53rd Branch Welcomes Diana Dowhaluk
- March 31, 2021 - Raymond James sponsored The Wealthy Life television show will now been seen across Canada on Global TV
- March 10, 2021 - Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that Nadeem Kassam has been named Head of Investment Strategy, Private Client Group.
- March 1, 2021 - Raymond James Strengthens Commitment to Technology Yong Kwon joins the firm as a Managing Director of Technology Investment Banking
- February 16, 2021 - Raymond James named one of B.C's Top Employers for a Sixth Year
- February 10, 2021 - Raymond James Names Marwan Kubursi Managing Director and Head of HealthCare and Technology
- January 11, 2021 - Raymond James Strengthens Commitment to Canadian Energy Industry
- January 6, 2021 - Raymond James Canada Launches Sustainability Investment Banking Group