Knowledge Centre - Quenneville Walsh Private Wealth Management

11/18/2022

Ahead of the 2021 tax-loss selling season, we published our Portfolio Strategy report titled “Mo Money, Mo Problems”. Our goal with this piece was to help guide investors heading into year end with rebalancing their portfolios.

Markets & Investing

Administering an Estate: The Challenges and Pitfalls in the Digital Age

11/17/2022

Watch our latest Client Insights webinar.

Retirement & Estate Planning

Currency update

11/17/2022

Listen to our podcast with Ajay Virk and Erik Yep.

Markets & Investing

Tax Flash Bulletin

2022 Federal Fall Economic Statement

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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