The RISE Difference

Our clients come from all walks of life and professions. What they all have in common is their goal from day one: to establish a strong relationship with a trusted, experienced group of advisors who are focused on their unique challenges and needs. Here are some of the other reasons why they choose us and what sets us apart:

Service: We are committed to providing the highest level of uncompromised personal service. In our opinion, you should settle for nothing less. It is how we have built successful and lasting client relationships.

Process: Our well-defined, integrated approach provides strong decision-making, ensures detailed risk management and makes successful outcomes repeatable. We strictly adhere to our process and it is the key to delivering consistent results for our clients.

Experience: With two decades of advisory experience, our diverse array of skills, specialized knowledge and collective ability provides our clients with a distinct advantage. We are committed to continuing education to continue to ensure we meet the highest standards.

Independence: Raymond James Ltd. has established itself as Canada's premier independent investment firm. The meaning of independence in financial services is often overlooked. We believe it is important for clients to understand the value of independence. Our only allegiance is to quality, performance and improving outcomes for our clients.

Innovation: We are relentless in our pursuit of new opportunities and new ways to improve our clients’ experience. We utilize innovative strategies throughout our process, and we have developed a unique suite of consolidated reports and statements to help clients quantify their progress and performance. We also embrace new technology in every part of our practice.

Communication: We always communicate in clear and simple terms, and are always available and ready to help. We meet and speak with our clients on a regular basis, and we use new technology and social media channels to communicate more effectively. The benefit to our clients is greater clarity, understanding and confidence.

Education: We take the time to ensure that our clients are informed and understand everything we do, so that they can make the best financial decisions. We believe that an educated client becomes a better client.

Partnerships: We work collaboratively with our clients’ other professional advisors every day. We understand that we are part of your team, and working together is in your best interest.

Community: We care about where we live. We actively donate our time and resources to help make a difference in our community.

If you are interested in this type of client experience, we would love to talk to you.

We've worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect.