An elderly couple having a discussion with a financial advisor

Financial Planning Myths

Retirement & Estate Planning
May 16, 2024

Client Insights: Financial Planning Myths with Yannick Rivest, Financial Planner, Raymond James Ltd.


Recorded May 23, 2024.

Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a Member of the Canadian Investor Protection Fund. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James (USA) Ltd., Solus Trust Company and Raymond James Trust (Québec) Ltd. are not regulated by CIRO and are not Members of the Canadian Investor Protection Fund. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.

© 2024 Raymond James Ltd. All rights reserved.

Canadian Investor Protection Fund (CIPF) logo
Advisor Report logo
Regulated by CIRO Canadian Investment Regulatory Organization