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.
Oil & Gas sector
9/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing
The Ins and Outs of the First Home Savings Account (FHSA)
9/8/2023
Listen to our podcast with Ines Iraoui.
The Advantaged Investor


ETFs and Mutual Funds – What are fund flows telling us?
8/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing
Tips for the Solo Senior
8/1/2023
Listen to our podcast with Neela White.
Life Events, Lifestyle & Technology
Summer Financial Planning Tips
7/17/2023
Listen to our podcast with Ines Iraoui.
Life Events, Lifestyle & Technology

Equity market and the Economy: Mid-Year Updates
6/21/2023
Listen to our podcast with Neil Linsdell.
Markets & Investing

The Fixed Income Market: Mid-Year Update
6/8/2023
Listen to our podcast with Harvey Libby.
Markets & Investing

Philanthropy, Raymond James Canada Foundation and RJ Cares
5/31/2023
Listen to our podcast with Eric Saarvala and Sarah Brillinger.
Life Events, Lifestyle & Technology
Financial Planning Myths
5/3/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
Aging in place
4/4/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam
3/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing