LET OUR WEALTH OF EXPERIENCE ENRICH YOUR PRACTICE AND YOUR CLIENTS’ LIVES

The Cathedral branch culture is one of innovation and entrepreneurial spirit. We support and empower financial advisors and their teams to specialize in their own areas of expertise.

"Our success has been a well thought out plan. Values that are integral to our success and govern our conduct include trust, integrity, and professionalism. I believe that our continued success is the result of a great branch culture, higher payouts, book ownership, independent thinking, respectful management and the backing of Raymond James Financial."
‐ Jock Ross, Senior Vice President & Branch Manager, Private Client Group


  • WHAT CAN INDEPENDENCE DO FOR YOU?

    The Cathedral branch is a dynamic space designed to provide our financial advisors with independent growth. Free from the usual bank-owned restrictions around practice development, payouts and products, we explore ways to realize opportunities for growth in the industry.

    • Infrastructure that allows for individual ownership and equity ownership opportunities
    • The freedom to develop your own brand and the resources to do so
    • Fee-based platform and no push for proprietary products, so that you can serve your clients with complete objectivity
    • Resources for advanced wealth management services, such as the Private Client Solutions team and its suite of strategies and solutions
    • A commitment to providing support that is in-house and easily within reach of each financial advisor
    • Close-knit team culture and regular idea-sharing
    • Technology initiatives to keep up with available tools that can increase the value and efficiency of your practice
    • Alignment with Raymond James’ commitment to sustained growth and leadership in Canada

  • EXCEPTIONAL GROWTH SUPPORT

    Our aim is to provide you with the resources you need for growth in today’s competitive environment, and to put those resources right at your fingertips. The Cathedral branch houses a number of concrete resources and distinct benefits for financial advisors, which include:

    • Full book ownership within an independent structure
    • Option to benefit from equity ownership in NYSE-listed Raymond James Financial
    • Tools and resources to capture and leverage your distinctive value
    • Premium marketing support with channels for individual financial advisor practices
    • Our financial advisor desktop portal and technology tools improve practice efficiency and profitability
    • The Private Client Solutions team offers a dynamic menu of investment strategies and ideas
    • Initiatives for women financial advisor recruitment, retention and education through the Raymond James Network for Women Advisors
    • Succession planning and mentor programs to drive progress
    • Account segmentation solutions to simplify your business
    • Alignment with Raymond James’ commitment to sustained growth and leadership in Canada
    • Robust technology platform including support for social media
    • One-of-a-kind US-Canada platform for cross-border clients
    • Designated in-house transition team to maximize client retention

  • YOUR BUSINESS, YOUR WAY

    As a branch, we find success in leveraging the individual skills of each of our financial advisors. That is why we offer the following services and resources for defining and building your practice the way you envision it:

    • Premium branded materials designed around your practice
    • Tools and resources to capture and leverage your distinctive value
    • In-house Human Resources and Compliance departments
    • Regularly scheduled consultations and strategy sessions to keep you on track to your growth objectives
    • Team-building and client appreciation events arranged through the branch
    • Robust technology platform including support for social media
    • Freedom from the pressure to promote proprietary products