News & Resources to keep you well-informed

We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.

Raymond James Total Wealth Solutions
9/29/2023
Customized, professional, wealth management advice.
Retirement & Estate Planning
Back to School Edition: Bridging the Giving Gap
9/28/2023
The decline in charitable donations is a pressing issue that affects communities at home and worldwide.
Retirement & Estate Planning
Read
Watch Video
Tips And Traps For Canada-U.S. Estate Planning and Administration
9/27/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP
9/22/2023
Are you a Canadian resident with a traditional U.S. Individual Retirement Arrangement (IRA) account?
Tax Planning
Oil & Gas sector
9/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing