Institutional clients – we’re here to serve your interests.

We have provided services to institutions for more than 20 years and have developed the skills, knowledge and strategic relationships to meet your particular investment needs. BROCHURE

Most of our clients use a customized, segregated portfolio mandate.

Security of assets is a key consideration for institutional clients and their stakeholders. Raymond James was established in 1962, and was founded on the principal of always putting the needs of clients first. Today, the firm administers $514 billion* in client assets worldwide, and is the largest independent investment dealer in Canada. Raymond James is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). As such, we do not charge custodial fees on assets held with us. If you wish to hold assets with your own custodian, we can help to arrange this for you.

*as of March 31, 2016 in US Dollars

We advocate independent, unbiased thinking. The value we provide is further enhanced by key third party partnerships.

Macro Economics Research Partner: The Macro Research Board is a privately owned independent research firm providing integrated, global, multi-asset investment strategy, and absolute return ideas. MRB’s views incorporate a long-term outlook based on in-depth theme research, together with rigorous forecasting models and indicators that drive 6-12 month asset market performance.

Quantitative Equity Research Partner: Institutional money managers use Morningstar® CPMS™ to design, modify, test, and track the performance of equity portfolio strategies. The software integrates high-quality fundamental, earnings estimate, and technical data on Canadian and U.S. stocks for screening and analysis based on 4,000+ variables in their proprietary ranking system.

Environmental Social and Governance Research Partner: Sustainalytics is an award-winning global responsible investment research firm specialized in environmental, social and governance (ESG) research and analysis. The firm offers global perspectives and solutions that are underpinned by local expertise, serving both values-based and mainstream investors that integrate ESG information and assessments into their investment decisions.

We can help you put your objectives and risk requirements into a formal policy clearly defining the amount of risk your organization is prepared to take as well as return expectations and boundaries for each asset class to be used. This makes it easier for trustees to report to members and stakeholders in a professional manner and also meet their fiduciary responsibilities.

On request, we provide seminars and workshops for council and board members and trustees. We can tailor these sessions to suit your needs.

Fixed income portfolios: Our own bond desk gives us competitive, direct and transparent access to GICs, money markets, and bonds for cash management and fixed income needs.

Income balanced portfolios: Lower volatility portfolios with income as a primary objective, and capital growth as a secondary objective.

Equity balanced portfolios: Moderate volatility portfolios with capital growth as a primary objective, and income as a secondary objective.

Equity portfolios: Canadian, U.S., or International Equity regional exposure, and Large, Mid, or Small Cap Exposure.

Corporations: Cash management is likely your primary need. With our efficient and transparent bond market access, we can manage your cash reserves or operating surpluses.

First Nations: We offer specialized investment services for First Nation clients and we are corporate members of AFOA See more.

We can help you preserve funds for future generations and generate long-term growth, or provide liquidity and cash flow for today’s needs. Your sensitivity to socially responsible investing issues can be dealt with diligently, whether it be seeking the best investments with emphasis on community values, customer and employee relations, environmental sustainability, and human rights, or avoiding nuclear power, weapons manufacturing, tobacco, alcohol, or other vice products.

We are also committed to supporting educational programs for Aboriginal people. We offer three annual bursaries through the Indigenous Learning Centre, and are continuing, annual supporters of the Chief Joe Mathias British Columbia Aboriginal Scholarship Fund.

Foundations, Endowments, Trusts and Other Not-for-Profit Organizations: We will provide effective risk management and ensure you have the cash flow and liquidity you need in time for regular or special payments. Your sensitivity to socially responsible investing issues can be dealt with diligently, whether it be seeking the best investments with emphasis on community values, customer and employee relations, environmental sustainability, and human rights, or avoiding nuclear power, weapons manufacturing, tobacco, alcohol, or other vice products.

Government Agencies and Municipalities: With our efficient and transparent bond market access, we can manage your cash reserves or operating surpluses. Directly from our office, we can help you roll over your cash via timely use of money market instruments and short-term bonds.

Mutual Funds: We offer efficient equity and fixed income trade execution for mutual fund companies for settlement with your custodian.

Union Defence, Operating and Surplus Funds: Since your investment horizons are set by your bargaining cycle, you may need an absolute return mandate rather than relative returns. As you approach your contract dates, we employ a special tactical service to reduce risk and ensure you have the liquidity you need when you need it. Your sensitivity to socially responsible investing issues can be dealt with diligently, whether it be seeking the best investments with emphasis on community values, customer and employee relations, environmental sustainability, and human rights, or avoiding nuclear power, weapons manufacturing, tobacco, alcohol, or other vice products.