Timeline: Raymond James Ltd. (2001-2021)

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2001 - 2005
Goepel McDermid joins forces with Raymond James Financial to launch Raymond James in Canada.
January 2001
Logo of Goepel McDermid

September 2001
Asset Under Administration 2001 Sept 1, 2001 $4.5B

$4.5B Assets Under Administration

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2006 - 2009
$10B Assets Under Administration
2006
$10B

May 2009

Montreal Charity Day is launched. This fundraising initiative has been going on for 12 years and has raised over $1.3 million.

2010 - 2014
$20B Assets Under Administration
January 2011

Montreal corporate branch opens.

2012
$20B

February 2012
Logo of Raymond James (USA) Ltd.

Raymond James (USA) Ltd. is launched. "RJLU" - is a Canadian-based U.S. registered investment firm offering specialized advice to Americans living in Canada and Canadians living in the U.S. for their cross-border investment needs.

Visit Raymond James (USA) Ltd.
March 2012

Acquisition of Allied Irish Bank’s Canadian platform to launch Raymond James Bank in Canada.

September 2012
Logo of Raymond James Canada Foundation

The Raymond James Canada Foundation is established.

Visit www.rjcfoundation.ca
March 2013
Logo of Raymond James Network for women advisors

Canadian Network for Women Advisors is launched.

May 2013
logo of Raymond James Correspondent Services

Raymond James Correspondent Services launches.

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May 2013
Logo of RJ Cares

First RJ Cares Month, a month long initiative designed to celebrate and strengthen our passion for volunteering and teamwork. Each May, our colleagues across the country focus their energy on team volunteer activities, donation drives, and charitable engagement initiatives at a local level.

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February 2014
Logo of Imagine Canada

Imagine Canada recognizes Raymond James Ltd. for our leadership and excellence in community investment.

2015 - 2016
$30B Assets Under Administration
2015
$30 B

May 2015

Raymond James Financial completes Cougar Global acquisition.

Visit Cougar Global acquisition
May 2015
Logo of RJ Cares

RJ Cares Month – Raymond James colleagues across Canada volunteered 1,349 hours within their communities on behalf of 13 branches and donated more than 650 lbs. of food—beating all records from last year. Over 60 organizations benefitted from the efforts of Raymond James volunteers.

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October 2015
Logo of Canada's Top 100 Employers 2016

Raymond James named to Canada’s Top 100 Employers for 2016.

August 2016

Raymond James Ltd. ranked second highest in overall investor satisfaction according to the J.D. Power 2016 Canadian Full Service Investor Satisfaction Study. Our firm ranks in the top three consistently over the past eight years. Read the press release by J.D. Power.

September 2016
Logo of 3MACS

3Macs becomes 3Macs Division of Raymond James Ltd.

Visit the 3Macs Division
September 2016
Logo of Raymond James Investment Counsel

Raymond James Investment Counsel is created as part of the 3Macs acquisition in 2016 – RJIC is a provincially registered portfolio management firm.

Visit Raymond James Investment Counsel Ltd.
December 2016
Annual Giving Campaign

Raymond James raises $767,945 for over 300 charities across Canada through its Annual Giving Campaign.

2017 - 2018
$40B Assets Under Administration
2017
$40B

February 2017
Logo of Canada's Top 100 Employers 2017

Raymond James named to Canada’s Top 100 Employers in Canada.

March 2017

Raymond James Financial to join S&P 500.

April 2017

Raymond James’ banking arm reaches five-year milestone in Canada, surpassing $2 billion in loan commitments.

May 2017
Logo of RJ Cares

Over 500 Raymond James employees and associates volunteered 2,025 hours in support of 75 charities, making positive impacts in their communities by donating their time and talents. We collected 2,429 pounds of non-perishable food items and raised $6,899 for food banks across Canada.

October 2017

Mérites du français 2018 competition of the Office québécois de la langue française - Raymond James was a finalist in the Organization of more than 100 employees (based in the province of Quebec), Client Service category in the Mérites du français 2017 competition of the Office québécois de la langue française.

February 2018
2018 BC's Top Employers

Raymond James Named one of B.C.’s Top Employers.

October 2018

Mérites du français 2018 competition of the Office québécois de la langue française - Raymond James was a finalist in the Business and Information Technology category for organizations with more than 100 employees (based in the province of Quebec).

2019 - 2021
$50B Assets Under Administration
2019
$50B

February 2019
Logo of Imagine Canada

Raymond James Ltd. is again recognized by Imagine Canada as a Caring Company for signing the Corporate Citizenship Commitment and demonstrating leadership in community investment in Canada.

February 2019
Logo of The Globe And Mail 2019 Employee Recommended Workplace

Raymond James Ltd. has been recognized as an Employee Recommended Workplace for 2019, as announced in the Globe and Mail.

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February 2019
2019 BC's Top Employers

Raymond James again named one of B.C’s Top Employers.

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May 2019
Raymond James Trust Quebec

Raymond James Ltd. Announces Launch of Quebec Trust Company Subsidiary to Add Trust Company Services To Its Full Service Offering for Quebec Clients.

May 2019
Logo of RJ Cares

RJ Cares Month: A record 814 Raymond James employees and associates volunteered 3,330 hours in support of over 150 different charities!

September 2019
inclusion Networks get involved

Diversity & Inclusion Council launches.

2020
$53B

$53B Assets Under Administration

February 2020
Best Workplaces in Financial Services & Insurance - great place to work, Canada 2020

Raymond James Ltd. Employee Recommended Workplace for 2020.

February 2020
Logo of The Globe And Mail 2020 Employee Recommended Workplace

Raymond James Ltd. Recipient of the 2020 Employee Recommended Workplace award.

February 2020
BC's Top Employers

Raymond James again is named one of B.C’s Top Employers.

March 2020
Logo of Women Canadian Advisors Network

Network for Women Advisors rebrands as Women Canadian Advisors Network. Women Advisory Council (Canada) launched.

March 2020

Workforce moves to 95% virtual / remote services in response to Covid-19 pandemic.

April 2020

Raymond James acquires Canadian trust company, plans estate planning division.

August 2020
logo of Great Place to Work Certified

Raymond James Ltd. is Great Place to Work Certified.

October 2020
Logo of Raymond James Trust (Canada)

Raymond James Trust (Canada) now registered to offer fiduciary trust services to select clients in the province of British Columbia, Alberta, Saskatchewan, Ontario and Québec (the latter through Raymond James Trust (Québec) Ltd.)

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November 2020
RJ Memorial Fund logo

Raymond James Memorial Fund launched as a legacy to honour colleagues who have passed.

December 2020
Annual Giving Campaign

Annual Giving Campaign raises $1.35 million for 550 charities.

January 2021
20 years 2001 - 2021

20 years of growth in Canada.