Raymond James: Our dedicated partner

It’s not part of the business model for many financial firms to spend lots of time developing an intimate understanding of their clients.

We have developed a unique process that allows us to build close relationships and gain truthful insights from our clients, supported by the security and resources of a global financial platform.

Our advice is not limited by the bias of sales quotas, nor a narrow suite of proprietary products.

We have the independence, and the time, to ensure we build a relevant, personal and liberating financial strategy for every single client.


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We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.

While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.

The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges.

We’re honoured to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.

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2021


The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham