Novus Pro of Raymond James

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Novus Pro of Raymond James We provide consulting and resources for successful families pursuing financial peace of mind using our unique process – "Novus Pro".

10/19/2026

Learn why business owners may keep excess cash inside their corporations for flexibility and simplicity, and why having a long-term strategy for that cash can matter.

10/17/2026

Learn how holding and operating companies serve different purposes and how separating certain assets may help Canadian business owners manage risk and structure corporate wealth more effectively.

10/14/2026

Learn how a holding company may help separate accumulated cash and investments from operating business risks, while supporting broader corporate and wealth planning goals.

10/12/2026

Learn how passive investment income inside a Canadian corporation can affect taxation and potentially reduce access to the small business deduction as income increases.

10/11/2026

Learn why holding too much idle cash inside a corporation can create tradeoffs and explore how strategic planning may help business owners use corporate wealth more effectively.

10/09/2026

Learn how holding excess cash inside a business can create financial and operational risks, and why the right corporate structure may help protect accumulated wealth and support long-term planning.

10/07/2026

Learn how excess corporate cash can affect taxes, investment opportunities, and long-term wealth planning, and why business owners should have a strategy for retained earnings.

10/05/2026

Learn how certain estate and corporate structures can create multiple layers of taxation for heirs and why proactive estate and tax planning can help manage the potential impact.

10/01/2026

Explore four strategies business owners can consider for managing corporate cash, improving tax efficiency, and aligning retained earnings with long-term financial goals.

Address

Raymond James Ltd. #2300, 10060 Jasper Avenue
Edmonton, AB
T5J3R8

Telephone

+17804142529

Website

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