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.

Mastering Financial Management
11/24/2023
Managing your finances is crucial in today's economic landscape for everyone seeking to achieve financial stability.
Life Events, Lifestyle & Technology
Advance Care Planning
11/23/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
Listen
Read
How to Protect Yourself from Phone, Voicemail, and Text Scams
11/21/2023
Raymond James uses the latest technology safeguards 24 hours a day, 365 days a year.
Life Events, Lifestyle & Technology
Update from Fixed Income Trading Desk
11/17/2023
Listen to our podcast with Harvey Libby.
Markets & Investing
2023 Year-end Tax Planning Opportunities
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
Read
Assessing Your Debt
11/15/2023
Debt is something that we all have to deal with at some point in our lives.
Life Events, Lifestyle & Technology
Read
New Tax Return Filing Requirements for Residential Property Owners (UHT)
11/14/2023
The Minister of National Revenue announces that owners affected by the Underused Housing Tax (UHT) will have until April 30, 2024, to file their returns for the 2022 calendar year without being charged penalties or interest.
Tax Planning
Listen
How to Develop Resilience for Seniors and Caregivers
11/9/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
Cross-border Wealth Management: Five Things to Know Before Moving from Canada to the U.S.
11/7/2023
Planning a move south of the border?
Tax Planning
Read
Moving to the U.S. from Canada
11/7/2023
How to Manage Your Wealth across Borders
Tax Planning
Moving to Canada from the U.S.?
11/7/2023
Learn How a Cross-border Financial Advisor Can Help You Meet Your Investment Goals.
Tax Planning
Quarterly Update and Market Outlook
11/3/2023
Watch our latest Client Insights webinar.
Markets & Investing