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The Raymond James Advantage


The Raymond James Advantage

Portage benefits from the strong partnership with Raymond James Ltd. – the Canadian arm of Raymond James Financial, Inc., one of North America’s leading full-service investment dealers. Established in 1962 with a steadfast commitment to prioritizing client needs, Raymond James has upheld this ethos throughout its evolution.

Today, boasting a vast network of around 8,700 financial advisors and portfolio managers spanning Canada, the United States and key international hubs, Raymond James Financial, Inc. and its affiliates collectively oversee upwards of US$1.37 trillion in client assets under administration. This extensive reach and financial prowess underscore Portage’s stability, strength and access to comprehensive financial resources within the investment landscape.

By the Numbers

US$22
billion

Market cap

70
analysts

globally covering more than 1161 companies around the world

~US$1.28
trillion

in total client assets worldwide

Fortune
500

Ranked 363 in the annual Fortune 500 list of biggest U.S. companies by revenue (in 2024)

1962

Founded in 1962, our parent firm made its IPO in 1983 and is listed on the NYSE (RJF). Raymond James was founded on the principle of always putting the needs of clients first.

US$500
million

annual investment in technology

2.9+
million

private, institutional and corporate clients.

2001
Raymond James Ltd.

Canadian subsidiary of Raymond James Financial Inc. launches

C$72
billion

Approximate client assets in Canada.

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