Knowledge Centre - Quenneville Walsh Private Wealth Management

Advance Care Planning

11/23/2023

Listen to our podcast with Neela White.

Retirement & Estate Planning

How to Protect Yourself from Phone, Voicemail, and Text Scams

11/21/2023

Raymond James uses the latest technology safeguards 24 hours a day, 365 days a year.

Life Events, Lifestyle & Technology

Update from Fixed Income Trading Desk

11/17/2023

Listen to our podcast with Harvey Libby.

Markets & Investing

2023 Year-end Tax Planning Opportunities

These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.

Tax Planning

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.

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.

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.

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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