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.

2025 Tax Season Preparation and Federal Income Tax Update
3/28/2025
Watch our latest Client Insights webinar.
Tax Planning
2025 Quebec Budget Highlights
3/27/2025
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
Tax Planning
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2025 Saskatchewan Budget Highlights
3/20/2025
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
Tax Planning
Client Story - Retirement in Focus
3/17/2025
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
Supporting Our Clients Through the Trade Dispute
3/17/2025
In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.
Life Events, Lifestyle & Technology
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Raymond James Market Insights
3/7/2025
Fast Takes on Market Trends
Markets and Investing
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Insights and Strategies
3/7/2025
The tariff threat train continues to roll.
Markets and Investing