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Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.
The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.
Together we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.
Thoughtful, timely investing and planning insights from the leading professionals at Raymond James.
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No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.
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At Raymond James, our financial advisors have the freedom to offer unbiased advice that’s right for you.
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When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
This article has been updated to reflect a few key changes following the April 16, 2024, Federal Budget.
On June 10, 2024, the government tabled a Notice of Ways and Means Motion (NWMM) that contained the much-anticipated tax legislation outlining the changes to capital gains inclusion rates (CGIR).
Analysis from a tax practitioner on the strategy’s risks and requirements.
April 26, 2024 update following the release of the 2024 Federal Budget.
Listen to our podcast with Sonya Dolguina. This podcast was recorded before the release of the 2024 federal budget and does not cover any details within it.
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
