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.
Ten Themes for 2026
1/8/2026
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
Markets & Investing
Deciphering Stock Market Moves in an Uncertain Economy
10/24/2025
Watch our latest Client Insights webinar.
Markets & Investing
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
Raymond James Market Insights
5/30/2025
Fast takes on market trends.
Markets and 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 and Investing
Navigating Market Uncertainty
4/24/2025
Watch our latest Client Insights webinar.
Markets & Investing
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
Raymond James Market Insights
3/7/2025
Fast Takes on Market Trends
Markets and Investing



