Back To School: Smart Ways to Maximize Your Child's RESP
9/8/2026
As students head back to class, many families are thinking ahead to the cost of post-secondary education.
Life Events, Lifestyle & Technology
Markets remain positive despite the escalating noise
9/8/2026
Review the latest Insights and Strategies.
Markets & Investing
September is Life Insurance Awareness Month
8/31/2026
While often only seen as a safety net, life insurance can also be a powerful financial planning tool.
Life Events, Lifestyle & Technology
What you need to know as the Canada-U.S. trade dispute escalates
8/26/2026
On July 20, President Trump announced that he would be using Section 338 of the Tariff Act of 1930 to impose additional 50% tariffs.
Markets & Investing
Important Questions for Your Insurance Coverage Review
8/25/2026
Keep your coverage current at every stage.
Life Events, Lifestyle & Technology
Focus turns from rewarding AI build-outs to its use, discipline, and monetization
8/10/2026
Review the latest Insights and Strategies.
Markets & Investing
Tax Planning Considerations for American “Summerbirds” in Canada
8/5/2026
For many Americans, spending the summer in Canada has become more than a seasonal escape—it's a lifestyle.
Tax Planning
Tax Loss Harvesting Canada: 2026 Guide
7/13/2026
Rules, deadlines, superficial loss tips and year-end checklist to reduce capital gains tax.
Tax Planning
The Cost of Cognitive Care in Canada
6/30/2026
As life expectancy continues to rise in Canada, people are living longer and more fulfilling lives.
Retirement & Estate Planning
Financial planning for women in Canada
6/29/2026
Protect independence through career breaks, caregiving, and longer retirements with Raymond James.
Life Events, Lifestyle & Technology
Brain Health, Family Decisions, and Your Financial Plan
6/26/2026
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology



