Novus Pro of Raymond James

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

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01/11/2026

Learn how common retirement tax traps can quietly reduce your income—and how better planning may help. This video explains how Canadians can coordinate withdrawals, benefits, and taxes to support a more flexible and confident retirement lifestyle.

01/09/2026

Learn how thoughtful retirement tax planning can help reduce lifetime taxes and improve long-term savings. This video explains key strategies Canadians can use to coordinate income, withdrawals, and benefits more efficiently.

01/07/2026

Learn how strategic withdrawal planning can help reduce taxes and improve long-term retirement cash flow. This video explains how Canadians can coordinate withdrawals more thoughtfully to keep more of their money working for them.

01/05/2026

Learn how the 3-bucket framework helps Canadians organize retirement income for stability, flexibility, and long-term growth. This video explains how separating money by purpose—not just accounts—can simplify decisions and reduce stress.

01/03/2026

Learn how different retirement income sources—like RRSPs, CPP, OAS, and non-registered savings—work together. This video explains how Canadians can coordinate income streams to improve cash flow and manage taxes more effectively.

01/01/2026

Learn how different income sources, taxes, and timing decisions fit together in retirement. This video explains how Canadians can simplify complex choices and build a more coordinated, tax-aware retirement income plan.

12/21/2025

Learn how a holding company can help Canadian business owners defer taxes, separate risk, and protect personal assets. Understand when this strategy makes sense and how to structure it effectively for long-term growth.

Watch the full video here →https://youtu.be/7uUbgYfEMO

12/21/2025

Discover how Canadian families use holding companies to preserve wealth, manage taxes, and transfer assets efficiently across generations. Learn the key strategies to protect your legacy and support long-term financial growth.

Watch the full video here →https://youtu.be/7uUbgYfEMO

12/19/2025

Many business owners believe a holding company fully protects them from personal liability — but that’s not always true. Learn what directors are still personally responsible for and how to limit your risk legally and effectively.

Watch the full video here →https://youtu.be/7uUbgYfEMOI

12/18/2025

Holding companies can be powerful tools for tax planning and asset protection — but not in every situation. Learn when a holding company might add unnecessary cost or complexity, and how to decide if it’s truly right for your business.

Watch the full video here →https://youtu.be/7uUbgYfEMOI

12/16/2025

Learn how Canadian business owners can protect their company from lawsuits, liability, and financial loss. Discover key legal risk management strategies—like using holding companies, insurance, and proper structuring—to safeguard long-term wealth.

Watch the full video here →https://youtu.be/7uUbgYfEMOI

12/14/2025

Learn how Canadian business owners use holding companies to protect assets, reduce taxes, and build long-term wealth. Understand how this strategy separates operational risk, preserves capital, and supports efficient estate and succession planning.

Watch the full video here →https://youtu.be/7uUbgYfEMOI

Address

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

Telephone

+17804142529

Website

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