Skip to content
twitterfacebooklinkedinenvelope
  • T: 416.777.7000
  • F: 416.777.7020
Feel free to reach out.
  • Home
  • About Us
    • About Us
    • David Larocque
    • Sandra Liu
    • Daphne Monaldo
    • Curtis Miller
    • Our Partners
    • 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 Planning & Strategic Charitable Giving
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Structured Solutions and Alternative Investments
    • Sustainable Investing
    • Transferring Your Account
    • Investment Protection
  • 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
8 Reasons Insurance May Belong in Your Financial Plan
5/8/2025
Insurance is more than a safety net; it plays a crucial role in your long-term wealth strategy.
Life Events, Lifestyle & Technology
Insights and Strategies
5/5/2025
Are we past peak 'shock and awe'?
Markets & Investing
Read
Read
Market Perspectives
4/29/2025
Liberals win 4th term - looking at market performance under various governments
Markets & Investing
5 Ways Financial Advisors Manage Volatility to Safeguard Your Investments at Raymond James
4/24/2025
Market volatility can feel like navigating choppy waters without a compass.
Markets & Investing
Market Perspectives
4/23/2025
Examining how markets perform through economic contractions
Markets & Investing
Read
Market Perspectives
4/16/2025
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
Markets & Investing
Read
Market Perspectives
4/9/2025
The week after liberation day takes markets on a roller coaster ride
Markets & Investing
Read
Insights and Strategies
4/4/2025
Liberation day tariff package hits hard around the world.
Markets & Investing
2025 Quebec Budget Highlights
3/27/2025
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
Tax Planning
Read
2025 Saskatchewan Budget Highlights
3/20/2025
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
Tax Planning
Client Story - Retirement in Focus
3/17/2025
The sale of a business opens multiple options in retirement.
Retirement & Estate Planning
Financial Planning with Total Wealth Solutions
3/14/2025
A well-crafted financial plan is the foundation for your total wealth management strategy. It's an essential first step to building wealth and creating order in your financial life as you live it.
Life Events, Lifestyle & Technology
Sophisticated wealth management
Always here for you
  • 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
twitterfacebooklinkedinenvelope

© 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