Office address: #5300 40 King Street West, Scotia Plaza, Toronto, Ontario M5H 3Y2; #2100 925 West Georgia Street, Cathedral Place Vancouver, British Columbia V6C 3L2
Year established: 2001
Company type: wealth management firm
Parent company: Raymond James Financial, Inc.
CEO and key people: Jamie Coulter, CEO
Financing status: corporate backed or acquired
Raymond James Ltd. is a distinguished name in Canada's financial industry, known for its client-first approach and comprehensive financial services. As the Canadian arm of US-based Raymond James Financial, Inc., it has established itself as a leader in investment and wealth management. Raymond James Ltd. has offices in Vancouver and Toronto, while its parent company is based in St. Petersburg, Florida.
Raymond James Ltd. in Canada has a rich history, going back over 80 years through its predecessor companies. A significant milestone was in 2001 when Goepel McDermid merged with Raymond James Financial, Inc., forming Raymond James Ltd.
In 2016, Raymond James Ltd. expanded by acquiring 3Macs, making it Canada's largest independent investment dealer. The firm has over $52.5 billion in assets under administration.
Raymond James Ltd. offers a wealth of services focused on specific client needs. Some of these services are:
Raymond James Ltd. is committed to a culture of giving back, with initiatives like RJ Cares Month and a strong focus on community involvement. The firm encourages employee volunteerism and supports over 500 charities across Canada. The Raymond James Canada Foundation, established in 2012, exemplifies this commitment to community service.
Raymond James Ltd. has earned a number of employer awards over the years. In 2021, it was part of Forbes’ World’s Best Employers, placing 158 out of 750 employers worldwide.
Jamie Coulter first joined Raymond James Ltd. in 1995 as a financial adviser. He quickly rose through the ranks, becoming SVP - Investment Banking in 1999, SVP and Branch Manager in 2014, EVP in 2019, then CEO in 2022.
Coulter is an active volunteer in the community. He is chair of the board of governors at Crescent School, his alma mater. He also serves as board member for the Raymond James Canada Foundation.
Coulter holds a degree in Education from York University, a Masters in Economics from Queen’s University, and an Executive MBA, also from Queen’s.
Raymond James Ltd. is poised for continued growth and innovation. Recent developments, such as the merger of Raymond James Trust (Canada) and Solus Trust Company Limited, demonstrate the firm's commitment to expanding its services in Canada. As in previous years, Raymond James Ltd. will continue to put people – its clients and employees – first.
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