Financial Planning Theres a lot in it for you

What does the phrase financial planning mean to you? Determining...

Assumptions Matter

As many of you know, one of my specialties is retirement planning...

Should I withdraw my Employee Pension

After the high profile bankruptcy of major Canadian companies lik...

What to do after YOUR business is sold?

Most business owners invest a great deal of time and effort growi...

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A certification of skill – a commitment to serve

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.

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Riley Klassen

Financial Planning Theres a lot in it for you

Assumptions Matter

Should I withdraw my Employee Pension

What to do after YOUR business is sold?

A certification of skill – a commitment to serve

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