Other Questions

How is my account protected?

Raymond James Investment Counsel is committed to the highest standards of corporate governance and stringent oversight of the British Columbia Securities Commission. As part of Raymond James Ltd., it is governed by the securities commissions in the provinces in which we conduct business. 

We invite you learn more about our corporate governance and commitment to high standards.

 

How quickly can I access my investments?

Typically, you can access liquid investments such as cash within two business days. Liquidity of other investments is determined based on the types of securities you own. If you need access to your investments, please contact your Portfolio Manager for assistance.

 

How often will I meet with my Portfolio Manager?

Together you and your Portfolio Manager will custom tailor a service plan and transparent reporting plan to meet your unique needs. Learn more.

 

How do I become a client if I reside in the U.S.?

If you reside in the U.S. and would like to become a client, please contact one of our Portfolio Managers who will be pleased to assist you in setting up an account and personalizing the most appropriate solutions based on your unique goals and circumstances.

 

How do I read my client statement?

Should you have any questions about your accounts or your account statement, please contact your Portfolio Manager who will be happy to provide assistance.