Wealth Management Advice, Products & Services Investor Resources Investor Resources A look at life and finance from every angle From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. That’s why we’re pleased to present this source of ideas and information to help you make the most of them all, all together. SUSTAINABLE INVESTING (ESG) Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Read More About Us Careers News & Media Contact Us Accessibility Legal Privacy Policy Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information. © 2021 Raymond James Ltd. All rights reserved.

2001 - 2005 2006 - 2011 2010 - 2014 2015 - 2016 2017 - 2018 2019 - 2021 Timeline: Raymond James Ltd. (2001-2021) Download PDF 2001 - 2005 Goepel McDermid joins forces with Raymond James Financial to launch Raymond James Canada. January 2001 September 2001 $4.5B Assets Under Administration Read more Goepel McDermid joins forces with Raymond James Financial to launch Raymond James Canada. 2006 - 2011 2010 - 2014 2015 - 2016 2017 - 2018 2019 - 2021 About Us Careers News & Media Contact Us Accessibility Legal Privacy Policy Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information. © 2021 Raymond James Ltd. All rights reserved.