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Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
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Together we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.
Thoughtful, timely investing and planning insights from the leading professionals at Raymond James.
From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.
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No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.
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At Raymond James, our financial advisors have the freedom to offer unbiased advice that’s right for you.
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When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
With Canada and the U.S. sharing such a close relationship in many aspects of our daily lives, undoubtedly many Canadians would have personal and professional ties to our American neighbour.
Instead of hauling out those familiar New Year’s resolutions...how about focusing on something that is also very good for you in the long run?
A donor advised fund is a simple and cost-effective alternative to establishing your own private foundation.
Near the end of the year, investors typically review their portfolios for potential capital losses to apply against realized capital gains in order to reduce their income tax for the year.
Income-Splitting Loans – Rate Increase
2022 Federal Fall Economic Statement
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Some Canadian taxpayers automatically assume that their current residence will be exempt from capital gains tax when they sell it or when they pass away.
If the value of your corporation has appreciated over the years and it is expected to continue to grow, you may want to consider an estate freeze.
