We specialize in institutional cash management for large public and private companies, foundations and government agencies.

Private Wealth Management

We provide unique wealth management solutions tailored to clients with a minimum portfolio of $1 million.

Experts in Cash Management

The Cash Management Group combines the expertise of our experienced advisory team with the backing of Raymond James Ltd., a publicly traded US-based brokerage firm. We offer both institutional and private investors a wide range of financial services provided with confidence in our client-focused, independent spirit. The minimum investment required to establish a client relationship with our team is $1 million.

  • Equity Research

    Our Canadian team covers more than 250 companies across seven diverse industry sectors.

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  • Private

    We provide unique solutions for our clients' wealth management needs.

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