Skip to content

Sample Advisor Site

Make an appointment
  • Home
  • About Us
    • About Us
    • David Larocque
    • Sandra Liu
    • Daphne Monaldo
    • Curtis Miller
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
    • Community Involvement
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Cross Border Clients
    • Endowments & Foundations
    • Families & Individuals
    • Healthcare Professionals
    • Retirees
    • Sudden Wealth
    • Women Investors
    • Young Investors
  • Services
    • Services
    • Our Process
    • Business Planning
    • Cross Border Services
    • Education Planning
    • Estate, Strategic Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Structured Solutions and Alternative Investments
    • Sustainable Investing
  • My Blog
  • Resources
  • Contact Us
  • Client Access
  • Sample Advisor Site
    40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2 T: 416.777.7000 F: 416.777.7020
    Map and Directions Map and Directions
2024 B.C. Budget Highlights
2/26/2024
On February 22, 2024, British Columbia’s Minister of Finance, Katrine Conroy, tabled the province’s budget for the 2024-2025 fiscal year.
Tax Planning
New Tax Return Filing Requirements for Residential Property Owners (UHT)
2/26/2024
The Minister of National Revenue announces that owners affected by the Underused Housing Tax (UHT) will have until April 30, 2024, to file their returns for the 2022 calendar year without being charged penalties or interest.
Tax Planning
Read
Watch Video
Planning for the Administration of Your Estate
2/23/2024
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Chief Economist Eugenio Alemán’s outlook for 2024
2/21/2024
Listen to our podcast with Eugenio Alemán’s.
Markets & Investing
Estate Planning for Beneficiaries with Disabilities
2/14/2024
An important purpose of estate planning is to sure that loved ones are financially cared for after a person’s passing.
Retirement & Estate Planning
Read
Estate Planning for Blended Families
2/14/2024
The number of blended families in Canada is on the rise. Blended families are those in which one or both spouses bring with them children from a previous relationship.
Retirement & Estate Planning
Listen
Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US
2/13/2024
Listen to our podcast with Ed Mills.
Markets & Investing
Read
Insights and Strategies
2/1/2024
Finding a market commentary in 2023 that didn't mention the “Magnificent Seven” was quite a challenge.
Markets & Investing

what can we do for you?

Say hello

Sample Advisor Site

twitterfacebooklinkedinenvelope
  • Sample Advisor Site: 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
  • T: 416.777.7000
  • F: 416.777.7020
  • Map & Directions
  • Map & Directions

© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement  | Client Concerns.

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

CIRO logoAdvisor Report logoCIPF logo

© 2020 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Website Legal Disclaimers | Privacy Policy | Web Use Agreement