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Providing for Family - Wealth Management | Raymond James

Your Raymond James advisor can help you navigate the planning of a thoughtfully designed estate plan.

In Canada, trusts can serve a wide variety of functions. They can help you provide support for a disabled dependent, provide for your heirs, support corporate tax and succession planning, and even provide for estate and incapacity planning.

Cash Flow | Raymond James Ltd.

Use this calculator to track money moving in and out of your household.

Power of Attorney for Property

As attorney under a power of attorney for property (POA), we can undertake all aspects of financial administration even you are no longer able to do so. We can make sure bills are paid, taxes are filed, and your investments are managed, alleviating these burdens from your family and loved ones.

Investment Fees and Returns | Raymond James Ltd.

Use this calculator to see how a difference in fees affects investment growth.

Taxes and Investment Income

See how various types of investmentincome are taxed at different rates.

Stay Invested - Advice Products and Services | Raymond James Ltd.

See how missing the best performing months in the stock market can affect investment growth.

Retirement Calculator | Raymond James Ltd.

See if you will have enough money to last through retirement.

Equity Research | Raymond James Ltd.

Our research-driven business model is geared towards having an in-depth knowledge of companies in the following broad sectors: Consumer, Energy, Financial Services, Healthcare & Biotechnology, Industrials, Mining & Natural Resources, Real Estate, Technology & Communications and Transportation.

Accessibility and Feedback - Contact Us | Raymond James Ltd.

Raymond James Ltd. is committed to excellence in serving all clients, including providing clients with disabilities equal access to our service offerings.

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