Knowledge Centre - Quenneville Walsh Private Wealth Management

8 Steps to a Smoother Estate Transfer

6/17/2025

Preparation today secures tomorrow.

Retirement & Estate Planning

Client Story - Retirement in Focus

3/17/2025

The sale of a business opens multiple options in retirement.

Retirement & Estate Planning

Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them

2/20/2025

Watch our latest Client Insights webinar.

Retirement & Estate Planning

Using Trusts in Estate Planning

2/7/2025

A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.

Retirement & Estate 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 (CIPF).

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 (CIPF).

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 (CIPF).

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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