Dan Washington of Raymond James Ltd.

Dan Washington of Raymond James Ltd. Dan Washington is a financial planner and founder of Forestview Wealth Management.

Founded in 2014, the firm delivers evidence‑based, financial advice to help Canadians achieve long‑term financial clarity and confidence. social media disclaimers: http://bit.ly/1nspoNn
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Have a great long weekend!
07/31/2026

Have a great long weekend!

Tax season is more than an annual deadline — it's an opportunity to strengthen your financial strategy. Whether you're p...
03/03/2026

Tax season is more than an annual deadline — it's an opportunity to strengthen your financial strategy. Whether you're preparing your return, thinking about long term goals, or looking for ways to reduce your tax burden, understanding your options can help you make confident, informed decisions.
To support you this season, we've compiled several helpful resources that explain key tax strategies and planning concepts in a clear, accessible way.

raymondjames.ca

You've worked hard to save for retirement and now it's time to turn those savings into income. A Registered Retirement I...
02/24/2026

You've worked hard to save for retirement and now it's time to turn those savings into income. A Registered Retirement Income Fund (RRIF) helps you convert your Registered Account Savings Plan (RRSP) or other registered savings into a steady stream of retirement income, while your investments continue to grow tax-deferred until withdrawn.

raymondjames.ca

At Raymond James, we're committed to helping you make informed, confident financial decisions. This year, we've prepared...
02/17/2026

At Raymond James, we're committed to helping you make informed, confident financial decisions. This year, we've prepared tax reference cards for seven key provinces to help you navigate the upcoming tax season.
Each card highlights the latest federal and provincial tax rates, contribution limits, and other essential information.
https://www.raymondjamesconnect.com/Fq4Fl https://www.raymondjamesconnect.com/aP3cHA

Happy Valentine's Day from all of us at Forestview Wealth Management!
02/14/2026

Happy Valentine's Day from all of us at Forestview Wealth Management!

Taxes may be inevitable, but overpaying doesn't have to be. Thoughtful, proactive tax planning is a key part of a compre...
02/10/2026

Taxes may be inevitable, but overpaying doesn't have to be. Thoughtful, proactive tax planning is a key part of a comprehensive wealth strategy. One that guides on how to save and invest all year round. One that helps you keep more of what you earn, grow your investments more efficiently, and moves you closer to your long-term goals.
https://www.raymondjamesconnect.com/0ulpf https://www.raymondjamesconnect.com/ahG4AT

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