Articles
Boutique Wealth Management & Financial Planning
In this session, our team walked through the fundamentals of trusts—what they are, how they work, and why they can be an effective component of a well‑structured estate plan. We explained the core elements of a trust,...
Our team explored the critical steps involved in planning for the future of your business and ensuring a smooth transition from one generation—or leadership team—to the next. We broke down the legal, financial, and op...
In this session, our team broke down the responsibilities of an executor and highlighted the importance of thoughtful estate planning across generations. We explored the legal, financial, and emotional aspects of admi...
In this session, our team broke down what structured notes are and explored the many advantages of incorporating them into your investment portfolio. We partnered with Scotiabank to deliver a comprehensive presentatio...
Below is a recent article written by Jeff Wagman highlighting the difference between investing and speculating. We have all heard this phrase from people we know, “I stopped investing in the market because I have neve...
Client Insights Webinar - Planning for the Administration of Your Estate with Damian McGrath, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James, and Paula Lester, AVP, Estate and Trust Soluti...
In this session, our team explored the unique challenges of cottage succession planning and the importance of thoughtful, multi‑generational estate planning. We talked through the legal, tax, and emotional considerati...
Large losses take years to recover from. Discover why investment risk management is central to long-term portfolio performance and financial stability.
Large losses take years to recover from. Discover why investment risk management is central to long-term portfolio performance and financial stability.
Large losses take years to recover from. Discover why investment risk management is central to long-term portfolio performance and financial stability.
The boutique wealth management and financial strategy practice of Raymond James Ltd. expands its client resources, digital presence, and access to ongoing guidance.
Large losses take years to recover from. Discover why investment risk management is central to long-term portfolio performance and financial stability.