Rick Adrian at Raymond James Ltd.

"Embarking on the journey of succession planning is an empowering step towards new beginnings."

New Beginnings www.raymondjames.ca

Many companies and countries are in a race to become clean energy leaders, evidenced by large-scale government investments in long-term electrification and emission reduction projects.

Insights and Strategies - 2024… an Electric New Year www.raymondjames.ca

Happy New Year!

May the true spirit of Christmas shine in your heart and light your path

Happy Holidays!

Whether planning for the future, bracing for unexpected situations, or aiming to improve financial health, here's a guide to optimize your financial standing.

Mastering Financial Management www.raymondjames.ca

Our financial advisors and tax consultants are able to help walk you through whether AMT may apply to you and if so, some strategies you can employ to reduce overall taxes.

2024 AMT Changes - Could You Be Impacted? www.raymondjames.ca

At Raymond James (USA) Ltd., our cross-border financial advisors are licensed in both the U.S. and Canada. We help professionals smoothly manage their financial assets across the Canada-U.S. border, so they don't have to work with two advisors.

Moving to the U.S. from Canada www.raymondjames.ca

The Government of Canada has introduced new reporting requirements for trusts as of December 31, 2023. Contact your Raymond James advisor if you are interested in engaging our services to prepare your 2023 T3 trust return.

New reporting requirements for trusts. www.canada.ca

Check out this video on hiring the right advisor for you with 10 questions you should ask before making a decision.

How to choose the right advisor for you www.youtube.com