3 Keys Wealth - Raymond James Ltd.

06/02/2026

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on June 25.

This session will explore the intersection of cognitive health and financial planning, including how changes in brain health can impact decision-making over time and why proactive conversations can make a meaningful difference for families.

If you or your family are thinking about long-term planning, or looking to better understand how to prepare for evolving financial needs - I encourage you to join.

Register here: https://raymondjames.zoom.us/webinar/register/WN_SDJt7_WQRxiGM34F3qR_Nw

zoom.us

05/27/2026

This weekend, our team will be lacing up our running shoes for a cause that is deeply meaningful to our community.
We're proud to be participating in a 5km race in support of Lighthouse for Grieving Children & Families in Oakville — an incredible organization that provides compassionate support to children, youth, and families navigating the profound loss of a parent or sibling.
Grief can be an incredibly isolating experience, especially for young people. Lighthouse creates a space where families can connect, share, and begin to heal together — reminding them they are not alone.
As a team, we believe strongly in showing up for our clients, our colleagues, and our community. This weekend is one small way for us to do just that.
If you'd like to support this important cause, cheer us on, or learn more about the incredible work Lighthouse is doing, we would be so grateful.
Together, we can help ensure that no family has to navigate grief alone.

raceroster.com

05/21/2026

So much care happens quietly, behind the scenes, and it affects families financially and personally. Thoughtful planning that considers brain health can make a real difference. I'm here if you'd like to discuss your family's situation.

Learn more: https://www.raymondjames.ca/wealth-management/client-resources/brain-health?utm_source=linkedin&utm_medium=organic_social&utm_campaign=brainhealth&utm_content=advisorlinkedin

05/19/2026

I hear this concern from families often. Worry is common but planning can bring clarity and confidence. Reach out if you'd like to start the conversation early or learn more at https://www.raymondjames.ca/wealth-management/client-resources/brain-health?utm_source=linkedin&utm_medium=organic_social&utm_campaign=brainhealth&utm_content=advisorlinkedin

05/15/2026

Moving to the U.S. can change how an RESP works. CESG eligibility may stop, and U.S. tax rules can create new complications.

advisorstream.com

05/14/2026

Discover the key differences between saving and investing and how your choice impacts your ability to retire. Learn how to balance these to retire comfortably.

advisorstream.com

05/13/2026

Many people underestimate the work involved in settling an estate. Here's some help on how to get through it.

advisorstream.com

05/12/2026

Attenborough's message has been consistent for over 100 years. The natural world is not a backdrop to human life, but its foundation.

advisorstream.com

05/11/2026

The Bank of Canada (BoC) held its policy rate at 2.25% at the end of April, noting that a wide range of possible outcomes on significant events like the war in Iran, affecting the price of oil, and trade uncertainty, with the upcoming USMCA review, could introduce scenarios that could prompt rate cuts or hikes.

raymondjames.ca

05/08/2026

We're on our phones all the time and send trillions of text messages every year. Why did we stop calling each other to just check in?

advisorstream.com