We have a unique culture at Raymond James

We Have A Unique Culture At Raymond James

As a full-service wealth management firm, we provide you with all the support you need to successfully grow your business, while giving you the freedom to run your practice your way. Our Branch is actively expanding. Contact me in confidence to learn more about the unique opportunities we can offer you. We’re more than your management team. We are your advocates to help bring about solutions so you can do business the way you want to do it. Our business is to support yours.

Looking for a financial advisor?

I can help match you, your family or organization with the local financial professional who is best suited for your specific needs and can serve as your trusted advisor.

I encourage you to explore how together we can customize a financial plan precisely aligned with your unique vision for a promising future.

Sincerely,
Julie Eifert
53rd Branch Manager, Toronto

Information & insight

Planning for Changes to Taxation of Capital Gains

04/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning

Garden Designs

Which is better, annuals or perennials?
Tax Planning

Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy

Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning

Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials

Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning

Financial Plan – The Impact of Annual vs. Perennial Tax Planning Strategies

Reducing income taxes on a year-to-year basis is one of the most common goals and concerns clients express.
Tax Planning

Annual and Perennial Tax Season Planning

04/17/2024
Springtime presents many opportunities during tax filing season, whether you receive a tax refund or have a tax balance owing.
Tax Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning

Insights and Strategies

04/01/2024
This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
Markets & Investing
Background Rotating Sphere Pattern