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.

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
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Raymond James Market Insights
3/7/2025
Fast Takes on Market Trends
Markets & Investing
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
2/20/2025
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Raymond James Market Insights
2/14/2025
Fast Takes on Market Trends
Markets & Investing
Watch Video
Ten Themes for 2025
1/16/2025
Watch our latest Client Insights webinar.
Markets & Investing
Watch Video
Fostering Generosity: Philanthropy for Today and Beyond
11/21/2024
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
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Quarterly Market Update: US Election Edition
10/23/2024
Watch our latest Client Insights webinar.
Markets & Investing
Life Stages and Events: Where Insurance is a Strategic Wealth Solution
9/19/2024
Check out our latest Client Insights webinar!
Life Events, Lifestyle & Technology
Watch Video
Financial Planning Myths
5/16/2024
Check out our latest Client Insights webinar!
Retirement & Estate Planning
Quarterly Canadian Investment Strategy Outlook
4/25/2024
Watch our latest Client Insights webinar.
Markets & Investing
2024 Income Tax Update
3/28/2024
Watch our latest Client Insights webinar.
Tax Planning