Webinars

Webinar Replays:

Fostering Generosity: Philanthropy for Today and Beyond

Life Events, Lifestyle & Technology

Webinar recorded: November 21, 2024

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Quarterly Market Update: US Election Edition

Markets & Investing

Webinar recorded: October 23, 2024

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Client Insights - Life Stages and Events: Where Insurance is a Strategic Wealth Solution

Life Events, Lifestyle & Technology

Webinar recorded: September 18, 2024

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Financial Planning Myths

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

Webinar recorded: May 16, 2024

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Quarterly Canadian Investment Strategy Outlook

Client Insights Webinar – Quarterly Canadian Investment Strategy Outlook with Neil Linsdell, VP, Head of Investment Strategy, Raymond James Ltd., Tavis McCourt, Institutional Equity Strategist, Raymond James & Associates, Inc, Eugenio Aleman, Chief Economist, Raymond James Financial, and Douglas Drabik, MD, Fixed Income Research, Raymond James Financial.

Webinar recorded: April 25, 2024

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2024 Income Tax Update

Client Insights Webinar –2024 Income Tax Update with Debbie Wong, VP, Tax Consulting, Raymond James Ltd.

Note the following was released after the webinar was recorded: New – Bare trusts are exempt from trust reporting requirements for 2023

Webinar recorded: March 28, 2024

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Planning for the Administration of Your Estate

Client Insights Webinar - Planning for the Administration of Your Estate with Damian McGrath, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James, and Paula Lester, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James.

Webinar recorded: February 22, 2024

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Ten Themes for 2024

Client Insights Webinar – Ten Themes for 2024 with Larry Adam, Chief Investment Officer, Raymond James Financial Inc.

Webinar recorded: January 11, 2024

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Quarterly Update and Market Outlook 2023

Client Insights Webinar - Join Neil Linsdell, Head of Investment Strategy, RJL, Eugenio Aleman, Chief Economist, RJA, and Tavis McCourt, Institutional Equity Strategist, RJA, for a quarterly update on financial markets and insights on what to expect through the end of the year.

Webinar recorded: November 3, 2023

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Navigating the Current Economic Landscape: Opportunities and Challenges for Investors

Client Insights Webinar - Navigating the Current Economic Landscape: Opportunities and Challenges for Investors with Tavis McCourt, Institutional Equity Strategist, Raymond James & Associates, Inc., and Eugenio Aleman, Chief Economist, Raymond James Financial.

Webinar recorded: April 19, 2023

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One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan

Client Insights Webinar - One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan with Diana Mao, Senior Advisor, Charitable Giving Program, Raymond James Trust (Canada) and Marissa Lydynia, Senior Trust Advisor, Raymond James Trust (Québec) Ltd.

Webinar recorded: March 30, 2023

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Your Pathway to Better Brain Health

Client Insights Webinar - Your Pathway to Better Brain Health with Dr.Howard Chertkow, Director, Kimel Centre for Brain Health and Wellness and Anne & Allan Bank Centre for Clinical Research Trials.

Webinar recorded: February 23, 2023

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2023 Outlook: The Seventh Inning Stretch

Client Insights Webinar - 2023 Outlook: The Seventh Inning Stretch with Nadeem Kassam, Head of Investment Strategy, Raymond James Ltd., Ed Mills, Managing Director and Washington Policy Analyst, Raymond James Financial, Tavis McCourt, Institutional Equity Strategist, Raymond James & Associates, Inc., and Ellis Phifer, Institutional Fixed Income Strategist, Raymond James Financial

Webinar recorded: Jan 26, 2023

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Administering an Estate: The Challenges and Pitfalls in the Digital Age

Client Insights Webinar – Administering an Estate: The Challenges and Pitfalls in the Digital Age with Riaan Botha, Senior Trust Advisor, Raymond James Trust (Canada).

Webinar recorded: Nov 17, 2022

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The Inflation Fever Cooling?

Webinar recorded: Nov 01, 2022

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Client Insights - Quarterly Update and Market Outlook

Quarterly Update and Market Outlook with Nadeem Kassam, Head of Investment Strategy.

Webinar recorded: Oct 26, 2022

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Investing in a More Sustainable World

Investing in a more sustainable world with Jimmy Leung, Managing Director, Head of Sustainability Investment Banking, Raymond James Ltd. and David Quezada, Director, Equity Research Analyst, Raymond James Ltd.

Webinar recorded: April 21, 2022

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