Raymond James provides client-focused approach serves clients through 8,464 financial/investment advisors in Canada, the United States, and overseas, collectively managing US$1.26 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 Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF).

Raymond James通过在加拿大、美国和海外的8,464名金融/投资顾问为客户提供以客户为中心的服务，共同管理1. 26万亿美元的客户资产。此外，该公司多年来通过重要的资本市场、银行和资产管理服务，扩大了对企业、机构和市政当局的服务。Raymond James有限公司是加拿大投资行业监管组织（IIROC）和加拿大投资者保护基金（CIPF）的成员。

Key Financial Planning Services:

· Setting Financial Objectives

· Financial Management

· Insurance

· Investment Planning

· Tax Planning

· Retirement Planning

· Estate Planning

· Small Business Planning

主要财产规划服务：

- 制定财务目标 - 财产管理 - 保险 - 投资规划

- 税务规划 - 退休规划 - 遗产规划 - 小企业规划

Highlights:

· Over 150 branches in Canada

· Approximately 8,464 advisors worldwide (490 financial advisors in Canada)

· Market cap: $20.8 billion

· Approximately $203.3 billion in discretionary assets under management

· $1.26 trillion in client assets worldwide (C$70.6 billion in Canada)

· 136 consecutive quarters of profitability

· More than 18,900 associates worldwide

亮点：

· 在加拿大有150多个分支机构

· 全球约有8,464名顾问（加拿大有490名财务顾问）。

· 市值：208亿美元

· 管理的全权委托资产约2033亿美元

· 全球1.26万亿美元的客户资产（加拿大为706亿加元）

· 连续136个季度的盈利能力

· 全球有超过18,900名员工