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This guide shares client retention best practices from financial advisors across Canada who have successfully transitioned to a new firm.

The independent channel offers the freedom, flexibility, and control to grow your business on your terms.

As a corporate advisor, you will benefit from competitive compensation, bonus opportunities, and access to a full range of our products, services, and support.

This Policy explains how we collect, use, share and protect your personal information when visiting our website. It should be read in conjunction with the Raymond James Privacy Policy.

Use of the Raymond James website is governed by the Web Use Agreement. By using the website, you acknowledge and signify that you have read, understood, and agreed to be bound by the Web Use Agreement. The Agreement was amended effective July 2004.

Raymond James Ltd. is what is referred to as an “integrated” investment firm since we provide a broad range of corporate finance, institutional trading and retail client services and products. Through our related entities, there is the potential for us to be susceptible to conflicts of interest since we can represent both sides to a transaction, namely, the buyer and the seller.

Multiple Marketplaces

For purposes of the enhanced dividend tax credit rules contained in the Income Tax Act (Canada) and any corresponding provincial and territorial tax legislation, all dividends paid to Canadian residents by Raymond James Ltd. or Raymond James Holdings (Canada) Inc. on preferred shares after December 31, 2005, are designated as "eligible dividends".

Please review the following Disclosures and Disclaimers which contain information about your relationship with Raymond James Ltd.

At Solus Trust Company and Raymond James Trust (Québec) Ltd., we recognize how important personal privacy is to you. To provide the highest possible level of protection to you, we maintain standards designed to protect your privacy and prevent any misuse of your personal information.