Landmark Wealth Management of Raymond James Ltd

Landmark Wealth Management of Raymond James Ltd Gerry provides his clients with personalized investment strategies that minimizes the payment of income taxes.

His focus is on retirement and estate planning, whilst offering quality advice and exceptional service, all at a reasonable cost

06/26/2024

digitaljournal.com

Last year, there were many announcements for businesses that took effect as of January 1, 2024. These include:- Changes ...
06/11/2024

Last year, there were many announcements for businesses that took effect as of January 1, 2024. These include:
- Changes to mandatory electronic filing thresholds
- Changes to electronic filing for GST/HST registrants
- New reporting requirements for trusts
To help you understand these and other changes, we've pulled together a quick reference tax tip that covers what you need to know.

www.canada.ca

The Bank of Canada's rate cut opens up new avenues for strategic investments, including in the real estate market. Keep ...
06/11/2024

The Bank of Canada's rate cut opens up new avenues for strategic investments, including in the real estate market. Keep an eye on emerging trends and adjust your strategies to benefit from this pivotal change in monetary policy.

What is a Henson Trust (or disability trust) and is it right for your unique situation?
06/04/2024

What is a Henson Trust (or disability trust) and is it right for your unique situation?

www.raymondjames.ca

The following checklist is intended to be a guide to help anyone facing the responsibilities and duties of an attorney f...
05/31/2024

The following checklist is intended to be a guide to help anyone facing the responsibilities and duties of an attorney for property. It is important to consider whether you are naming the appropriate individual for the role.

www.raymondjames.ca

05/28/2024

awealthofcommonsense.com

05/22/2024

In an environment of high tax rates and minimal "tax breaks" for many everyday Canadians, it is to no surprise that many tax practitioners and financial advisors receive questions about how clients can pay less in taxes and write off more of their expenses to reduce their taxable income.

A life that spans borders provides an uncommon perspective and often a complex financial picture. If you have financial ...
05/13/2024

A life that spans borders provides an uncommon perspective and often a complex financial picture. If you have financial concerns on both sides of the border, Raymond James (USA) Ltd. can help you align the distinct pieces of your financial life with one another. Visit us to learn more.

www.rjlu.com

Formerly known as the climate action incentive payment, the Canada Carbon Rebate is available to residents of AB, SK, MB...
04/30/2024

Formerly known as the climate action incentive payment, the Canada Carbon Rebate is available to residents of AB, SK, MB, ON, NB, NL, NS, and PE. Find out your 2024-2025 rebate payments here:

www.canada.ca

On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for th...
04/26/2024

On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year. We have summarized selected highlights of the personal and business tax measures. Click below for more information.

www.raymondjames.ca

IMPORTANT: Canada uses settlement date as the cut-off date for tax reporting, so a taxpayer must initiate a securities t...
04/24/2024

IMPORTANT: Canada uses settlement date as the cut-off date for tax reporting, so a taxpayer must initiate a securities trade on or before June 20, 2024 to be settled before June 25, 2024.

www.raymondjames.ca

An executor is entrusted with carrying out your intentions as expressed in your Will. How do you choose? Should you have...
04/12/2024

An executor is entrusted with carrying out your intentions as expressed in your Will. How do you choose? Should you have more than one? What if you don't have anyone suitable? Learn more.

www.raymondjames.ca

Address

Suite 200-1569 Hurontario Street
Mississauga, ON
L5G3H7

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 5:30pm

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