EXCEPTIONAL GROWTH SUPPORT
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