Flexible Account Types

The Raymond James traditional brokerage account offers comprehensive statements, performance reporting, cost basis information, capital gains/loss report, bank deposits and payments, margin, and a DRIP program.

Our selection of advisor managed accounts allows for professional and timely management of your assets for an ongoing fee rather than commissions on trades. These accounts also provide enhanced quarterly performance reports at your request.

An advisory relationship account that provides the opportunity to custom-build and monitor a portfolio of investments without traditional commissions. Our fee is based on the value of the assets in the account rather than the amount of trading activity.

Through a Raymond James retirement account (such as an RRSP, LIRA, RRIF, LIF or IRA), clients have access to a wide selection of investment options. These accounts are integral to a tax-savings strategy.

Through an RESP account, you benefit from tax-deferred growth on your investment contributions and receive the Education Savings Grant.

The Tax-Free Savings account is a flexible investment account that allows you to earn tax-free investment income and capital gains.

The First Home Savings Account allows eligible individuals to invest money tax-free in a registered account while also making tax-deductible contributions, helping Canadians save more for their first home purchase.