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At Raymond James Ltd. (Raymond James), we are committed to protecting your personal information and maintaining high standards of confidentiality through the implementation of appropriate administrative, technical, and operational safeguards and security measures in accordance with data protection laws.

Information for Clients of Raymond James Ltd.'s and Raymond James Financial Planning Ltd. (collectively “Raymond James”).

Your advisor may have provided Your Rate of Return on your Raymond James client statements. Rates of Return can be reported using a number of methodologies.

Raymond James Ltd. is what is referred to as an “integrated” investment firm since we provide a broad range of corporate finance, institutional trading and retail client services and products. Through our related entities, there is the potential for us to be susceptible to conflicts of interest since we can represent both sides to a transaction, namely, the buyer and the seller.

This guide shares client retention best practices from financial advisors across Canada who have successfully transitioned to a new firm.

The independent channel offers the freedom, flexibility, and control to grow your business on your terms.

Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And Objective, unbiased advice means recommendations are always in your best interests.

Our Financial Advisors work with you to consider your investment objectives, tolerance for risk, and other personal factors, before deciding together on the program that's best suited for you.

For more than 40 years, Raymond James has combined deep expertise, global reach and sophisticated strategies to serve the needs of growth companies and their investors.

As a corporate advisor, you will benefit from competitive compensation, bonus opportunities, and access to a full range of our products, services, and support.