In seeking out the appropriate investment brokerage partner, Sophia Financial needed to compare and align the values of a potential candidate with our own set of core beliefs. Months of research and countless discussions with colleagues and industry experts guided Tracy and Kamal to Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc. This investment firm was established in 1962 on the principle of always putting the needs of clients first.
As one of Canada’s premier investment dealers, Raymond James Ltd. is dedicated to client satisfaction, award-winning equity research, strong asset management performance, long-term corporate stability, and a unique culture of independence that is focused on the success of our clients. Raymond James maintains a strong focus on continued education for its financial advisors. It has a spectacular track record of transparent communication and several unique green initiatives.