3 Keys Wealth - Raymond James Ltd.

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on June 25.

This session will explore the intersection of cognitive health and financial planning, including how changes in brain health can impact decision-making over time and why proactive conversations can make a meaningful difference for families.

If you or your family are thinking about long-term planning, or looking to better understand how to prepare for evolving financial needs - I encourage you to join.

Register here: https://raymondjames.zoom.us/webinar/register/WN_SDJt7_WQRxiGM34F3qR_Nw

Client Insights: Brain Health, Family Decisions, and Your Financial Plan zoom.us

This weekend, our team will be lacing up our running shoes for a cause that is deeply meaningful to our community.
We're proud to be participating in a 5km race in support of Lighthouse for Grieving Children & Families in Oakville — an incredible organization that provides compassionate support to children, youth, and families navigating the profound loss of a parent or sibling.
Grief can be an incredibly isolating experience, especially for young people. Lighthouse creates a space where families can connect, share, and begin to heal together — reminding them they are not alone.
As a team, we believe strongly in showing up for our clients, our colleagues, and our community. This weekend is one small way for us to do just that.
If you'd like to support this important cause, cheer us on, or learn more about the incredible work Lighthouse is doing, we would be so grateful.
Together, we can help ensure that no family has to navigate grief alone.

2026 — Run4Lighthouse 2026 — raceroster.com

So much care happens quietly, behind the scenes, and it affects families financially and personally. Thoughtful planning that considers brain health can make a real difference. I'm here if you'd like to discuss your family's situation.

Learn more: https://www.raymondjames.ca/wealth-management/client-resources/brain-health?utm_source=linkedin&utm_medium=organic_social&utm_campaign=brainhealth&utm_content=advisorlinkedin

I hear this concern from families often. Worry is common but planning can bring clarity and confidence. Reach out if you'd like to start the conversation early or learn more at https://www.raymondjames.ca/wealth-management/client-resources/brain-health?utm_source=linkedin&utm_medium=organic_social&utm_campaign=brainhealth&utm_content=advisorlinkedin

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