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About Raymond James

Words floating in white space: integrity, client first, independence, conservatism, Raymond James

Raymond James is one of North America's leading full-service investment dealers with an extensive presence across Canada and the United States. The firm was established in 1962 on the principle of always putting the needs of clients first. Today, this principle remains the foundation on which we continue to build our company.

We offer a wide-range of services for the personal, institutional, and corporate investor. Our Financial Advisors have access to a complete offering of high quality investment products and services, providing them with the resources to customize investment solutions for their clients. Our Equity Capital Markets division provides expertise in Investment Banking, Research, Corporate Finance, and Institutional Sales & Trading.


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.

Highlights

  • In the fall of 2016, MacDougall, MacDougall & MacTier Inc. (3Macs), which was founded in 1849 before Canada’s Confederation and was one of the country’s leading independent investment firms, was acquired by Raymond James Ltd.
  • Raymond James Financial completes the acquisition of the U.S. private client unit of Deutsche Asset and Wealth Management and revives the storied Alex. Brown brand.
  • In 2012, Raymond James celebrated 50 years of client-first service - a milestone reached through our commitment to independence, conservatism and doing what's right. In the years to come, we will continue to use these guiding principles in every decision we consider and every action we undertake
  • A leading North American independent full-service investment firm serving more than 3 million private, institutional, and corporate client accounts.
  • Over 8,700 Financial Advisors in more than 3,000 locations worldwide.
  • US$1.28 trillion in client assets under administration.
  • Raymond James and its affiliates in Canada, Europe, and Latin America employ research analysts who cover 1,161 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 1,649 employees and agents, including 505 Financial Advisors in 176 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$70.4 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 June 30, 2023.

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

  • Canada's Top 100 Employers – Raymond James has again been recognized as one of the top 100 employers in Canada for 2017. Canada's Top 100 Employers is a national competition to determine which employers lead their industries in offering exceptional workplaces for their employees.
  • Imagine Canada – We are pleased to announce that Raymond James Ltd. was again recognized by Imagine Canada as a Caring Company for signing the Corporate Citizenship Commitment and demonstrating leadership in community investment in Canada.
  • Canada's Top 100 Employers – Raymond James has once again been recognized as one of the top employers in BC for 2019. Canada's Top 100 Employers is a national competition to determine which employers lead their industries in offering exceptional workplaces for their employees.
  • Raymond James Ltd. has been recognized as an Employee Recommended Workplace for 2019, as announced in the Globe and Mail
  • Fortune 500 – In June 2016, Raymond James Financial was added to the Fortune 500.
  • S&P500 - In March 2017, Raymond James Financial was added to the S&P500 index.
  • Fortune Magazine - In February 2017, Fortune magazine named Raymond James Financial among the most admired securities/asset management companies in the world.
  • Annual Giving Campaign - In December 2016, Raymond James raised $767,945 for over 300 charities across Canada through its Annual Giving Campaign.

In The News & Press Releases



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.
CORPORATE INFORMATION

The name of our company comes from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964, Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed.

  • 176 branches across Canada, with almost 1,649 employees and agents including 505 financial advisors.
  • Over 8,700 financial advisors in more than 3,000 locations worldwide.
  • US$1.28 trillion in client assets under administration, including over C$70.4 billion in Canada.

* Statistics as of quarter-end June 30, 2023.


1962 – Present: A Timeline of Raymond James
LIFE WELL PLANNED

At Raymond James, each financial advisor has the unique freedom to offer objective, unbiased advice. Which means everything we do is client focused. Not transaction focused.

It all starts by taking the time to fully understand your personal circumstances, and then building a one-on-one relationship. Your advisor can then meticulously tailor a long-term plan based solely on your financial well-being and your specific goals. And as your needs evolve, your advisor will monitor, manage and adapt your portfolio along with them.

1359 56th St.
Suite 3
Delta, British Columbia
V4L 2P3
T: 604-943-5665
F: 604-943-5658

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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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