Raymond James

At Raymond James Ltd., we are redefining the landscape of wealth management through our unwavering commitment to a 'Life Well Planned.' As Canada's largest independent financial services firm, we empower individuals, families, and corporations to achieve their financial aspirations with a unique blend of personalized advice and sophisticated solutions. Our approach is rooted in the belief that true wealth management goes beyond mere investment returns; it encompasses a holistic view of our clients' lives, integrating financial planning, estate services, and risk management into a cohesive strategy known as 'Total Wealth Solutions.'

Innovation is at the core of our operations, driving us to continuously enhance the advisor and client experience. We have made significant strides in digital transformation, notably through our strategic partnership with FNZ to deploy a next-generation wealth management platform. This state-of-the-art technology streamlines operations, enabling our advisors to focus on what matters most—building deep, meaningful relationships with their clients. With a rich history dating back to 1849 through our predecessor firms, and formally established as Raymond James Ltd. in 2001, we combine the strength and stability of a North American leader with the agility and independence of a boutique firm, ensuring that we remain at the forefront of the financial industry.