Dan Washington of Raymond James Ltd.

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

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savings into a steady stream of retirement income, while your investments continue to grow tax-deferred until withdrawn.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

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

02/14/2026

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

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

02/03/2026

A lasting legacy doesn't happen by accident. With the right tax planning strategies, you can reduce the tax burden on your estate and ensure more of your wealth reaches the people and causes you care about.
https://www.raymondjamesconnect.com/soKlU https://www.raymondjamesconnect.com/acQlMn

02/02/2026

RRSP, TFSA, FHSA — which one is right for you or your kids? Whether you're saving for your first home, building an emergency fund, or planning for retirement, knowing when and how to use each account can help you make the most of your money.

See how these three powerful tools work — and how to use them strategically based on your goals, income, and life stage.

02/02/2026

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on February 19. This session will feature two of our firm's experts Samantha Russell, AVP, Estate & Trust Solutions, and Damian McGrath, AVP, Estate & Trust Services who will share valuable guidance for families thinking about long term planning.
If you or your family are beginning to plan for the future or simply want to deepen your understanding of trust and estate strategies I encourage you to join.
Register here: https://raymondjames.zoom.us/webinar/register/WN_JwWUZrZgSY6GeWv3BtpX-w #/

zoom.us

01/12/2026

Buying your first home is a big milestone and saving for it can feel overwhelming. That's where the First Home Savings Account (FHSA) comes in. It's a government-registered account created to help Canadians take that exciting first step toward homeownership. It blends the best of both worlds—RRSP-style tax deductions when you contribute, and TFSA-like tax-free withdrawals when you're ready to buy—so your savings can go further, faster.

At Forestview Wealth Management
Life Is Well Planned

raymondjames.ca

01/08/2026

Protect what matters most. You've worked hard to build your wealth; now it's time to plan how it will support the next generation. A well-structured estate plan brings clarity and confidence to your overall wealth strategy. It ensures your intentions are honoured while reducing stress and complexity for those you care about most.
Learn about how you can facilitate a smoother estate transfer here: https://www.raymondjames.ca/commentary-and-insights/retirement-estate-planning/2025/06/17/smoother-estate-transfer

01/05/2026

Planning for a child's future education? A Registered Education Savings Plan (RESP) is a smart and supportive way to start saving early. It is a government-registered account designed to help families set aside money for post-secondary education. While your contributions are not tax-deductible, the investment growth is tax deferred—and best of all, government grants can give your savings a meaningful boost.

At Forestview Wealth Management
Life is Well Planned

raymondjames.ca

12/25/2025

Merry Christmas from Forestview Wealth Management

Wishing you and your family a joyful holiday season and a prosperous New Year.