Our aim is to provide you with the resources you need for growth in today’s competitive environment, and to put those resources right at your fingertips. The Cathedral branch houses a number of concrete resources and distinct benefits for financial advisors, which include:

  • Full book ownership within an independent structure
  • Option to benefit from equity ownership in NYSE-listed Raymond James Financial
  • Tools and resources to capture and leverage your distinctive value
  • Premium marketing support with channels for individual financial advisor practices
  • Our financial advisor desktop portal and technology tools improve practice efficiency and profitability
  • The Private Client Solutions team offers a dynamic menu of investment strategies and ideas
  • Initiatives for women financial advisor recruitment, retention and education through the Raymond James Network for Women Advisors
  • Succession planning and mentor programs to drive progress
  • Account segmentation solutions to simplify your business
  • Alignment with Raymond James’ commitment to sustained growth and leadership in Canada
  • Robust technology platform including support for social media
  • One-of-a-kind US-Canada platform for cross-border clients
  • Designated in-house transition team to maximize client retention