David Schefter

The way you give today can help shape the legacy you leave tomorrow. On November 19, join our specialists Parvathy Nair and Marissa Lydynia of Solus Trust Company for a thoughtful discussion on integrating philanthropy into your wealth and estate plan. https://raymondjames.zoom

Cognitive health is an important consideration in long-term financial planning. Combined with the demands of caregiving, careers, and family responsibilities, planning ahead with a trusted financial advisor can help you prepare for the future. Learn more: https://www.raymondjames

The Raymond James Canada Foundation's first-ever Impact Report reflects on the evolution of the Charitable Giving Fund from 2012 to 2025, highlighting its growth, reach, and the collective impact made possible through charitable giving. rjcfcharitablegiving.ca/reso…

Purposeful philanthropy doesn't happen by chance. It begins with reflection. Discover practical exercises and planning tools designed to bring greater clarity, confidence, and purpose to your giving journey. rjcfcharitablegiving.ca/reso…

For many families, the cottage is a cherished legacy. Understanding the tax implications of transferring ownership can help protect both the property and the memories it holds. Learn more in our latest article. raymondjamesconnect.com/tb1E…

As another school year begins, it's a great time to revisit your child's RESP. From maximizing government grants to reviewing contribution strategies, small steps today can make a meaningful difference in helping fund tomorrow's education expenses raymondjamesconnect.com/tL9L…

This Life Insurance Awareness Month, explore how insurance can play a meaningful role in a comprehensive wealth plan, from protecting what matters most today to supporting your legacy for tomorrow Learn more: raymondjames.ca/commentary-a…

I'm pleased to invite you to our next Client Insights Webinar on Sept 24, focused on the cross-border tax considerations that can impact individuals and families with connections to both Canada and the US Join us from 10 to 11 a.m. PT / 1 to 2 p.m. ET. https://raymondjames.zoom

Major milestones can change what you're protecting, who depends on you, and the goals you're working toward. That's why reviewing your coverage from time to time is just as important as reviewing other aspects of your financial plan. raymondjames.ca/commentary-a…

The Bank of Canada (BoC) held its policy rate at 2.25%, as conflicting pressures, but a still relatively resilient economy, with 2Q26 GDP recording robust growth of 3.3% and the unemployment rate stable at 6.4%, buys time for policymakers to wait and see. raymondjamesconnect.com/t4Yl…

Canada-U.S. trade tensions have escalated again, with 50% tariffs now affecting C$28 billion of Canadian exports and Canada promising retaliation. While the overall impact should remain manageable, strain is concentrated in certain trade-exposed industries raymondjamesconnect.com/tihJ…

U.S. GDP growth of 1.5% (annualized) in 2Q26 was lower than expected, although consumer spending was still up 3.2% after a weak Q1, providing confidence in a still strong economy. Our U.S. team's forecast remains at 2.4% growth for the year. raymondjamesconnect.com/tIQr…

Many Canadians are helping their children buy their first home, often through significant financial gifts. Explore thoughtful ways to help—from gifting and loans to strategic planning tools like the FHSA. raymondjames.ca/commentary-a…

Succession planning makes good business sense, and a platform that supports flexibility in succession can make all the difference. I've experienced first-hand how the Raymond James approach to succession planning puts advisors and their clients first. raymondjamesconnect.com/t-FS…

For 25 years, Raymond James Ltd. has been built on trusted relationships and a commitment to putting clients first. I'm proud to share the story of Bart and David MacDougall, a father-son team whose journey reflects long-term relationships at the heart of our business.

Cyberattacks are among Canada's fastest growing crimes. Review these tips to help keep your personal information safe. raymondjamesconnect.com/tDhC…

Canadian GDP declined 0.1% in 1Q26, which was below the 1.5% growth expected in the Bank of Canada (BoC) forecast. raymondjamesconnect.com/t4XN…

These 10 common scams catch people off guard. Here's how you can stay one step ahead of them. raymondjamesconnect.com/taNN…

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on June 25. If you are thinking about long-term planning, or looking to better understand how to prepare for evolving financial needs - I encourage you to join. https raymondjamesconnect.com/tAfS…

Longevity planning isn't just about how long we live, it's about protecting what matters if life changes. Brain health is part of that conversation. If this is something you've been wondering about, let's talk. Learn more: raymondjames.ca/wealth-manag…