| Relationships | Role | Relationship Start | Relationship End |
| Raymond James Canada, Llc | Parent | 2/4/2014 | |
| Raymond James Financial, Inc. | Parent | 2/1/2012 | 2/3/2014 |
| Raymond James (Usa) Ltd. | Subsidary | 2/1/2012 | |
| Raymond James Financial Management Ltd. | Subsidary | 2/1/2012 | |
| Raymond James Financial Planning Ltd. | Subsidary | 2/1/2012 | |
| Raymond James Investment Counsel Ltd. | Subsidary | 10/1/2016 | |
| Macdougall, Macdougall & Mctier Inc. | Subsidary | 8/31/2016 | 10/1/2016 |