Built on the principle of putting clients first

Raymond James Ltd. (RJL) is Canada's largest independent financial services firm. We provide wealth management and capital markets services to individuals and institutions. For nearly 25 years, we have helped Canadians achieve their dreams and secure their legacy across generations. Today, Raymond James manages $88 billion in assets across more than 165 branches, have 520 independent advisors, and over 2,000 associates. Our independence and Canadian legacy empower us to serve our clients more effectively than institutions tied to traditional bank ownership. As we prepare to mark 25 years as a brand in Canada in 2026, Raymond James Ltd. is proud to be a unique force in the Canadian financial services industry and is more committed to Canada and Canadians now than ever.

We are a Canadian firm, run by Canadians.

Raymond James has deep connections to Canada's financial services industry, dating long before the founding of Canada's top five banks. While we have been operating as Raymond James Ltd. since 2001, our heritage goes back over 175 years to two predecessor firms that continue to shape who we are today. The oldest of these firms, MacDougall, MacDougall & MacTier Inc. – commonly known as "the 3Macs" – was founded in 1849 in Montreal and represents a significant chapter in the history of Canadian finance, including its pivotal role in the founding the Montreal Stock Exchange. A merger in 1960 with Stuart MacTier allowed 3Macs to expand its reach into Toronto, further cementing its client service legacy. In September 2016, it became what was known as the 3Macs Division of Raymond James Ltd. The other firm, Goepel McDermid, is the primary predecessor to RJL. Its roots date back to 1924. We merged with Goepel McDermid in 2001, providing the foundation for Raymond James Ltd. to enter Canada and eventually combined with the 3Macs business 15 years later. Yet this history encompasses more than just a collection of dates, company names, and mergers; it centres around people. For example, two direct descendants of JL Goad & Co, a predecessor firm of Goepel McDermid, are currently with Raymond James as advisors, exemplifying our enduring commitment to our clients and Canadians.

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.

Today, that client-focused approach serves clients through 8,800 financial/investment advisors in Canada, the United States, and overseas, collectively managing US$1.48 trillion in client assets. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF.

Raymond James was founded on the principle of always putting the needs of clients first. Our predecessor companies in Canada were doing the same for more than 80 years, and our 3Macs division has a respected legacy of helping individuals and families with their wealth management needs going back to 1849. Today, this principle remains the foundation on which we continue to build our company.

The greatest strength of our firm is our people. Our Canadian executive team provides leadership based on their broad range of expertise and industry experience.