Mission Wealth Advisors of Raymond James Ltd.

Mission Wealth Advisors of Raymond James Ltd.

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David Loftus, Senior Vice President, Private Client Group is a full service Financial Advisor at Raymond James Ltd. Disclaimer: http://bit.ly/zuQyjO

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07/22/2026

Would your insurance still reflect where you are in life today?

As your life evolves, your coverage should too. Changes in income, family, and financial goals can all shape what you need from your insurance plan.

This National Insurance Awareness Day is a timely reminder to pause and reflect. When was the last time you reviewed your coverage, and does it still align with your needs?

Start here: https://www.raymondjames.ca/commentary-and-insights/life-events-lifestyle-and-technology/2025/08/20/4-reasons-to-review-your-insurance-regularly

Client Insights: Brain Health, Family Decisions, and Your Financial Plan 07/15/2026

Thank you for your interest in our recent Client Insights Webinar on brain health, family decisions, and financial planning.

If you weren't able to attend or would like to revisit the discussion, you can watch the full recording here: https://www.raymondjames.ca/commentary-and-insights/client-insights/2026/06/26/brain-health-family-decisions-and-your-financial-plan

If you have any questions, or if you'd like to discuss how these considerations may apply to your personal situation—I'd be happy to connect.

Client Insights: Brain Health, Family Decisions, and Your Financial Plan raymondjames.ca

07/01/2026
06/23/2026

For 25 years, Raymond James Ltd. has been built on trusted relationships, personalized guidance, and a commitment to putting clients first.

As we celebrate , I'm proud to share the story of Bart and David MacDougall, a father-son team whose journey reflects the legacy and long-term relationships at the heart of our business.

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#400, 320/23 Avenue SW
Calgary, AB
T2S0J2