Investment dealer Raymond James Ltd. Wednesday announced the relaunch of its flagship Toronto office in the Scotia Plaza.
Now boldly branded “The 53rd”, the branch is taking a different approach intended to appeal to entrepreneurial growth-oriented advisors. With in-house practice management coaching, full service traditional and online marketing support, and pro-active outreach programs for professionals in the city’s downtown core, the branch is breaking new ground for advisors and their clients.
Speaking at a launch celebration last week involving over 200 guests from throughout the industry, David Finley, senior vice president, explained his vision: “The 53rd is a special branch with a unique culture. Our focus is to provide a premium branch experience that will, in turn, give our financial advisors the coaching, tools and products to deliver a premium client experience. We are operating like a boutique branch that benefits greatly from the strengths of being partnered with a major North American leader.”
Hands-on management support will be key to the approach at the branch. To this end, Finley recently brought on industry veteran Darren Coleman as vice president, financial advisor, portfolio manager and associate branch manager. Along with building and managing his own practice, Coleman will work closely with Finley to help existing advisors grow their client relationships, and attract other quality advisors to the 53rd.
Raymond James Ltd. is the Canadian arm of St. Petersburg, Fla.-based investment dealer Raymond James Financial, Inc., a North American independent full service investment dealer offering an extensive range of professional investment services and products.