Working With a Raymond James Advisor

It starts by being personal.

Your relationship with a Raymond James advisor begins with a meaningful conversation – about you. Your goals, your wants, your needs, your concerns, your family, your passion, your vision for the future. It’s about working together to understand the strategies and services that will let you live the life you want.

Next, you and your advisor will develop a comprehensive personal financial strategy.

Just like you, your strategy is unique. It will be customized to help you reach major milestones – the ones you know are coming, and perhaps a few you haven’t considered yet. Your advisor can provide a wide array of wealth management services, from investment strategies backed by award-winning research to estate plan reviews that ensure your wishes are carried out exactly as you intend. In implementing your strategy, your advisor will work in collaboration with other professionals, such as lawyers and accountants, to ensure the approach is holistic – and all aspects are working together. Through our Client Account Online Access, you will have secure online access to up-to-date account information; knowing your accounts and information are protected by cybersecurity technology that exceeds the industry standard.

Through the years, your strategy will evolve with you.

The relationship with your advisor will grow deeper as you monitor the progress of your investments and review your strategy. Life events might require adjustments. Whatever the need, whatever phase of life you are in, your advisor will see you through.


Working with a Raymond James advisor means you have a trusted financial partner – for life.

Learn about our 3Macs Division advisors who are part of a long legacy of providing valued financial advice since before Confederation. 

Related Links

Learn more about working with a Raymond James or 3Macs Division advisor.

First Meeting Checklist (PDF)  What Are You Planning For?  
Advice, Products, and Services About Raymond James
About Our 3Macs Division  

Market Commentary & Research

The Advantaged Investor  |  September 25, 2024

Helping Mom and Dad Transition to Assisted Living or Retirement Facilities

Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities.

Learn more about Helping Mom and Dad Transition to Assisted Living or Retirement Facilities
Quarterly Asset Allocation  |  July 17, 2024

July 2024: Rate Easing Cycle Kicks off in Canada, with U.S. to Follow Soon

As we settle into summer, we are relieved to have started into an interest rate easing cycle, at least in Canada.

Learn More about July 2024: Rate Easing Cycle Kicks off in Canada, with U.S. to Follow Soon
Insights and Strategies  |  September 3, 2024

Lies, Damned Lies, and Statistics

Mark Twain popularized the phrase “lies, damned lies, and statistics”, referring to figures that would beguile him.

Learn more about Lies, Damned Lies, and Statistics

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At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.