Wealth Management Advice, Products & Services Investment Products Asset Management Partners Program Partners Program The goal of the Raymond James Partners program is to provide highly structured and multi-disciplined investment strategies. We have exclusively selected third-party investment managers to work with your portfolio, who have established reputations for integrity and performance. This program puts you and your interests at the centre of a financial management team. Through our Partners Program, we strive to build long-standing relationships with our clients based on delivering trusted advice, quality service, and long-term portfolio growth. How it Works Analyzing your needs Our Financial/Investment Advisors work with you to determine your investment goals and the kind of portfolio that will allow you to achieve them. Together you will complete a comprehensive questionnaire that will analyze your investment objectives, time horizon, and risk versus reward expectations. Strategic asset selection You and your Financial/Investment Advisor will determine the kind of asset allocation and portfolio mix that will best accommodate your risk tolerance and return expectations. Personalized program delivery When you are ready to start the program, we will develop a written personalized Statement of Investment Policy that will guide your portfolio and serve as a benchmark for your success. Investment managers will then be selected based on whose strategy is most closely aligned with your personal investment objectives. Benefits of the Program Personalized investment portfolio Your portfolio is tailored to your specific needs. Professional investment relationship Access to professional investment managers adds to a strong team that you can count on. Peace of mind Know your portfolio is being monitored by the best investment managers in the business. Timely analysis Quarterly reports keep you up-to-date on your portfolio's performance. No commissions per trade Your account management fee is based on the value of your assets under management. 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.