Raymond James - Ottawa branch

07/13/2026

🎉 Congratulations, Courtney! 🎉

We're excited to celebrate Courtney Young on achieving her upgraded licensing as a Registered Representative!

This is a significant milestone and a reflection of Courtney's hard work, dedication, and commitment to delivering exceptional service to clients. We're proud to have her as part of the Ottawa Corporate Branch team and can't wait to see all she accomplishes in this next chapter of her career.

Please join us in congratulating Courtney on this well-earned achievement! 👏

07/09/2026

RRSP, TFSA, or FHSA... which account is right for you? 🤔🇨🇦

When it comes to saving for your future, there's no one-size-fits-all approach. Each registered account offers unique tax advantages depending on your goals.

💼 RRSP – Ideal for retirement savings and reducing your taxable income today.

💰 TFSA – Great for flexible savings. Your investments grow tax-free, and withdrawals are tax-free too.

🏡 FHSA – Designed for first-time homebuyers, combining the tax deduction of an RRSP with the tax-free withdrawals of a TFSA for a qualifying home purchase.

The good news? You don't have to choose just one. Many Canadians benefit from using these accounts together to balance retirement planning, flexibility, and homeownership goals.

A few reminders:
✔️ Keep track of your contribution limits.
✔️ Avoid over-contributions to prevent penalties.
✔️ Choose the account that aligns with your financial priorities.

Every financial journey is different. Understanding how these accounts work can help you make more informed decisions and maximize your savings over time.

📩 If you'd like to learn how these accounts may fit into your financial plan, reach out to our team.

This post is for educational purposes only and should not be considered tax or investment advice. Please consult with your financial advisor and tax professional regarding your specific situation.

07/07/2026

Your financial future is about more than just investing.

A comprehensive wealth plan brings together all the pieces of your financial life—from financial planning and investment management to insurance, tax strategies, estate planning, charitable giving, and cross-border planning.

Each element plays an important role in helping you build, protect, and transfer your wealth with confidence.

👉 Swipe through the carousel to explore the seven key pillars of comprehensive wealth management and discover how they work together to support your financial goals.

If you'd like to learn how these strategies could fit into your own financial plan, the Raymond James Ottawa Corporate Branch team is here to help.

07/06/2026

Canadians are living longer. Planning for cognitive care is becoming an important part of aging well, especially in higher-cost regions like the GTA. From full-time home care to retirement living, costs can vary widely depending on needs and level of care required.

Find out how much care could cost in your region: https://www.raymondjames.ca/commentary-and-insights/2026/06/30/the-cost-of-cognitive-care-in-canada

07/04/2026

Understanding the Road Ahead for USMCA

On July 1, 2026, Canada, the U.S., and Mexico will decide on the first six-year review of USMCA. While the agreement could be extended to 2042, our base-case expectation is that the parties will defer renewal and enter annual reviews while negotiating revisions. Importantly, the existing agreement, including current tariff preferences and market access provisions, would remain in force until at least 2036.

For full article, please see link below.

raymondjames.ca

07/03/2026

Thank you for your interest in our recent Client Insights Webinar on brain health, family decisions, and financial planning.

If you weren't able to attend or would like to revisit the discussion, you can watch the full recording here: https://www.raymondjames.ca/commentary-and-insights/client-insights/2026/06/26/brain-health-family-decisions-and-your-financial-plan

If you have any questions, or if you'd like to discuss how these considerations may apply to your personal situation, we are happy to connect.

raymondjames.ca

07/02/2026

For 25 years, Raymond James Ltd. has been built on trusted relationships, personalized guidance, and a commitment to putting clients first.

As we celebrate , I'm proud to share the story of Bart and David MacDougall, a father-son team whose journey reflects the legacy and long-term relationships at the heart of our business.

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07/01/2026

Happy Canada Day from the Ottawa & Kanata Corporate Branches!

Today, we celebrate the people, communities, and values that make Canada such a wonderful place to live, work, and build a future.

This year is especially meaningful as Raymond James marks 25 years in Canada- a milestone that reflects a quarter-century of helping Canadians pursue their financial goals through trusted advice, strong relationships, and a commitment to putting clients first.

From all of us at the Ottawa and Kanata Corporate Branches, we wish you and your families a safe, happy, and memorable Canada Day.

🍁 Happy Canada Day! 🍁

06/30/2026

Many Canadians are helping their children buy their first home, often through significant financial gifts. In fact, more than 40% of first-time homebuyers receive cash gifts. The key is finding the right balance between supporting your child today and protecting your own future.

Explore thoughtful ways to help—from gifting and loans to strategic planning tools like the FHSA.

Learn more: https://www.raymondjames.ca/commentary-and-insights/lifestyle-technology/2026/06/18/helping-your-child-buy-their-first-home

06/29/2026

We're pleased to welcome Adam Beveridge to the Raymond James Ottawa Corporate Branch team!

Adam brings with him his Chartered Investment Manager (CIM®) designation and a strong commitment to helping clients achieve their financial goals. He'll be working alongside Kale Wild and team, and we're excited to have his experience and expertise as part of our growing branch.

Please join us in welcoming Adam to the Raymond James family. We look forward to seeing the impact he'll make for our clients and our team.

Welcome aboard, Adam!