You bring your vision, expertise, and entrepreneurial drive. We’ll provide the scale and industry-leading support to help take your business further.
Canada's Leading Independent
We’re Canada’s largest independent financial advisory firm with over 500 advisors across 176 branches managing C$74 billion in client assets. And we’re only growing stronger.
Growing Together
Learn about the growth plans propelling us toward $100 billion in AUA in this interview with our CEO, Jamie Coulter.
Read hereHow to Transition Successfully
Moving firms isn't easy, but it can be incredibly rewarding.
Download the How to Transition Successfully for Financial Advisors guide that provides clear answers and insightful tips from advisors who moved $100M+AUM from banks and independent firms, including:
- How to evaluate and assess firms
- Steps to take as part of the due diligence process
- Risks associated with moving firms
- What to expect as you join the new firm
Discover Raymond James
Independence At Its Best
We believe you know what's best for your clients, so we focus on empowering you to run your business in the way that's best for you.
Assessing your dealer options?
Download this checklist to easily compare Raymond James with other investment dealers in Canada
Jackie Ramler
Portfolio Manager & Branch Manager
Executive Wealth Advisors of Raymond James Ltd.
“Joining Raymond James, I felt as if the constraints on my business were cut loose and I was allowed to soar.”
Insights & Best Practices
Take charge of your future.
Whether you’re developing a succession plan, exploring your business model options, considering switching firms, or concerned about client retention during a transition, we are here to share advisor insights and best practices.
How to Transition Successfully Guide
You deserve to be at a firm that will give you the support and independence you need to flourish.
Going Independent
Learn about the opportunities for going independent, and how to do it successfully
Opportunities for Women Advisors Guide
How can you thrive as a woman in wealth management? Get tips and best practices from women advisors across Canada.
Succession Planning Essentials Guide
Your clients, your team, your business, and your legacy – done right, succession planning benefits all of these.
Client Retention Best Practices Guide
Will your clients follow when you transition to a new firm? Learn how to prepare your clients for your move.
Business Model Guide
To find the right business model for your clients, your business, and your career, you need to determine where you can truly thrive.
Start a Confidential Conversation.
Interested in discussing your future at Raymond James? One of our team members will email or text you for a private discussion.