Insights and Strategies
10/2/2023
According to the Canada Mortgage and Housing Corporation (CMHC) update released in
September, we will need 3.45 million additional housing units, beyond current build
projections, to satisfy affordability needs to 2030.
Markets & Investing
Tips for Canadians Going Back to School
10/1/2023
As the summer days dwindle and the crisp autumn air approaches, students across Canada prepare to return to school.
Retirement & Estate Planning


Financial building blocks: ABC
10/1/2023
As parents we strive to provide the best for our kids.
Retirement & Estate Planning
Estate Planning: A Wise 'Back to School' Lesson for Every Family
10/1/2023
As summer winds down and the air becomes crisper, families gear up for the exciting "back to school" season.
Retirement & Estate Planning
Raymond James Total Wealth Solutions
9/29/2023
Customized, professional, wealth management advice.
Retirement & Estate Planning

Back to School Edition: Bridging the Giving Gap
9/28/2023
The decline in charitable donations is a pressing issue that affects communities at home and worldwide.
Retirement & Estate Planning

Tips And Traps For Canada-U.S. Estate Planning and Administration
9/27/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning

Insights and Strategies
8/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end,
between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing
Asset Allocation Quarterly: It’s All about Inflation
7/21/2023
Key concerns in the first half of 2023 focused mostly on central banks raising interest rates to tackle inflation brought on by stimulus from fiscal and monetary policy pandemic relief efforts, supply chain disruptions and commodity volatility.
Markets & Investing
Insights and Strategies
7/4/2023
As we officially kick off the second half of 2023, we are still waiting for the long anticipated recession to appear.
Markets & Investing
Time to Dust Off Your Estate Plan
6/19/2023
Estate planning is a series of tasks that dictates how your assets will be dispersed upon your incapacitation or death.
Retirement & Estate Planning