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Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.
Together we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.
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Our advisors are viewed as clients of the firm, which means we provide world-class resources and support to help run their business on their terms.
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No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.
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At Raymond James, our financial advisors have the freedom to offer unbiased advice that’s right for you.
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This article has been updated to reflect a few key changes following the April 16, 2024, Federal Budget.
On June 10, 2024, the government tabled a Notice of Ways and Means Motion (NWMM) that contained the much-anticipated tax legislation outlining the changes to capital gains inclusion rates (CGIR).
Analysis from a tax practitioner on the strategy’s risks and requirements.
April 26, 2024 update following the release of the 2024 Federal Budget.
Listen to our podcast with Sonya Dolguina. This podcast was recorded before the release of the 2024 federal budget and does not cover any details within it.
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Watch our latest Client Insights webinar.
On March 26, 2024, Peter Bethlenfalvy, Minister of Finance tabled the 2024-25 Ontario budget.