Partners Program

The goal of the Raymond James Partners program is to provide highly structured and multi-disciplined investment strategies. We have exclusively selected third-party investment managers to work with your portfolio, who have established reputations for integrity and performance.
This program puts you and your interests at the centre of a financial management team. Through our Partners Program, we strive to build long-standing relationships with our clients based on delivering trusted advice, quality service, and long-term portfolio growth.

How it Works

  • Analyzing your needs
    Our Financial/Investment Advisors work with you to determine your investment goals and the kind of portfolio that will allow you to achieve them. Together you will complete a comprehensive questionnaire that will analyze your investment objectives, time horizon, and risk versus reward expectations.
  • Strategic asset selection
    You and your Financial/Investment Advisor will determine the kind of asset allocation and portfolio mix that will best accommodate your risk tolerance and return expectations.
  • Personalized program delivery
    When you are ready to start the program, we will develop a written personalized Statement of Investment Policy that will guide your portfolio and serve as a benchmark for your success. Investment managers will then be selected based on whose strategy is most closely aligned with your personal investment objectives.

Benefits of the Program

  • Personalized investment portfolio
    Your portfolio is tailored to your specific needs.
  • Professional investment relationship
    Access to professional investment managers adds to a strong team that you can count on.
  • Peace of mind
    Know your portfolio is being monitored by the best investment managers in the business.
  • Timely analysis
    Quarterly reports keep you up-to-date on your portfolio's performance.
  • No commissions per trade
    Your account management fee is based on the value of your assets under management.