3 Keys Wealth - Raymond James Ltd.

3 Keys Wealth - Raymond James Ltd.

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Our team offers a deliberately different approach to Wealth Management. We espouse the value of 3 K /*********/
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The financial hills to die on 07/17/2026

Social media has been flooded lately with experts sharing the "hills they'd die on"; the opinions they'll defend no matter how unpopular. Doctors, teachers, chefs, nutritionists and therapists have all weighed in.

The financial hills to die on advisorstream.com

Client Insights: Brain Health, Family Decisions, and Your Financial Plan 07/08/2026

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

Happy Canada Day!

06/30/2026

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

06/29/2026

Many Canadians are helping their children buy their first home, often through significant financial gifts. In fact, more than 40% of first-time homebuyers receive cash gifts. The key is finding the right balance between supporting your child today and protecting your own future.

Explore thoughtful ways to help—from gifting and loans to strategic planning tools like the FHSA.

Learn more: https://www.raymondjames.ca/commentary-and-insights/lifestyle-technology/2026/06/18/helping-your-child-buy-their-first-home

Adults are going back to summer camp 06/26/2026

Summer has a way of reminding us that life is about more than our calendars and to-do lists. Adult camps are gaining popularity for a reason—they offer connection, learning, and a chance to step outside our routines. A good reminder for all of us: investing in experiences can be just as important as investing for the future.

Adults are going back to summer camp advisorstream.com

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