Mill-lake

This blog was created to bring a light and refreshing view to common financial questions that are often on the minds of many. If you have ideas for blog posts that you'd like to see, please feel free to contact Bharathi!

Women In Finance - Don't Be Scared of the Math!

A few months back, I had the pleasure of presenting a scholarship...

Trusted Contacts – What They are and Why They Are Important

With 20 years in the industry, it’s safe to say that most clients...

I Got a Tax Refund! Now What?

You’ve done it. You scrimped and saved, used every trick in the b...

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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Women In Finance - Don't Be Scared of the Math!

Trusted Contacts – What They are and Why They Are Important

I Got a Tax Refund! Now What?

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