Brokerage Report Card 2015

Investment Executive’s 2015 Brokerage Report Card: Thank you to our advisors

May 25, 2015

Posted in blog - Raymond James’ score increased by .5 or higher in 11 categories year-over-year. The Firm was also one of only two firms not to have any ratings decrease by .5 or more. Read More »


Online vs. real life

May 22, 2015

Posted in blog - The web and social media are prominent, powerful and have the potential to make a big impact on businesses. That’s why it’s important to consider the role your digital presence – or lack thereof – is playing in yours. Read More »

Business concept

Help drive referrals with exceptional client service

May 8, 2015

Posted in business building, marketing - Receiving exceptional service – as opposed to superior investment performance – is one of the top reasons clients refer a friend or family member to their financial advisor. Read More »


Don’t forget these five LinkedIn do’s

April 24, 2015

Posted in marketing - LinkedIn is the world’s most popular professional networking site. Here are five tips to help make it work harder for you and your business. Read More »

Three cute kids using a digital tablet.

Building Relationships: All in the family

April 2, 2015

Posted in business building - The wealth transfer is underway between “mature” clients and their “baby boom” children. Read More »

social media

Social Media: Reasons you need to be connected

April 2, 2015

Posted in marketing - Did you know that Canada is one of the top countries in terms of online engagement? Canada is also a global leader in social networking usage. Read More »


Raymond James Business Development Sessions – ‘Doing It Right’ for our Advisors

April 2, 2015

Posted in rj news - At Raymond James Ltd, we are focused on being the best in the business. In order to do so, we invest in our associates and their practice. Read More »


Following Up with a Great New Team in Vancouver

April 2, 2015

Posted in people - Since being at Raymond James, Terry's only regret was not making the move sooner. "I foresee staying here for the rest of my career, and I am only 36, so that is saying a lot.” Read More »


Moneyball subject Billy Beane a highlight at our latest National Business Conference

February 4, 2015

Posted in rj news - In November 2014, over 320 Advisors, Executives and guest speakers from across Canada and the United States  gathered for the Raymond James’ Annual National Business Conference at the beautiful Vinoy Renaissance Hotel in St.Petersburg, Florida. Among featured speakers at the action packed, interactive event were New York Times best-selling author and psychologist Dr.Hendrie Weisinger – […] Read More »


Proud to welcome another great advisor to Raymond James

February 4, 2015

Posted in people - Doug Lavoie and his team have joined the Calgary corporate flagship office of Raymond James Ltd., under Doug Pinder. Doug and his team are another great example of why leaders in their field want to work with Raymond James.  Doug Lavoie (Vice President and Financial Advisor) has 20 years of business experience in investing, financial planning efficiencies […] Read More »