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.

Canadian and U.S. Residency Transitions: Tax and Wealth Planning Across Borders
9/16/2025
Watch our latest Client Insights webinar.
Tax Planning
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
6/12/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
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Raymond James Market Insights
5/30/2025
Fast takes on market trends.
Markets & Investing
The Caregiving Journey: Navigating Challenges and Finding Support
5/20/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Raymond James Market Insights
5/6/2025
Fast takes on market trends.
Markets & Investing
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Navigating Market Uncertainty
4/24/2025
Watch our latest Client Insights webinar.
Markets & Investing
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Raymond James Market Insights
4/4/2025
Fast Takes on Market Trends
Markets & Investing
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2025 Tax Season Preparation and Federal Income Tax Update
3/28/2025
Watch our latest Client Insights webinar.
Tax 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
Watch Video
Raymond James Market Insights
3/7/2025
Fast Takes on Market Trends
Markets & Investing
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
2/20/2025
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Raymond James Market Insights
2/14/2025
Fast Takes on Market Trends
Markets & Investing