2023 Outlook: The Seventh Inning Stretch
1/26/2023
Watch our latest Client Insights webinar.
Markets & Investing
Administering an Estate: The Challenges and Pitfalls in the Digital Age
11/17/2022
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Trusts: Navigating your Trustee Duties and Responsibilities
11/3/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Client Insights - The Role of the Mandatary
10/27/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Client Insights - Quarterly Update and Market Outlook
10/26/2022
Watch our latest Client Insights webinar.
Markets & Investing
Client Insights - Settling an Estate: The Role of the Liquidator
10/13/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
The Giving Imperative: Philanthropy Today, Tomorrow and for Generations to Come
9/22/2022
Watch our latest Client Insights webinar.
Client Insights
Investing in a More Sustainable World
4/21/2022
Investing in a more sustainable world Jimmy Leung and David Quezada.
Markets & Investing
Incapacity: The Role of the Power of Attorney
11/17/2021
Incapacity: The Role of the Power of Attorney with Paula Lester, Senior Trust Advisor, Raymond James Trust (Canada) and Nuwanthi Dias, Associate, Nelligan O’Brien Payne LLP
Retirement & Estate Planning
Settling an Estate: The Role of the Executor
11/10/2021
The Role of the Executor with Marissa Lydynia, Senior Trust Advisor, Raymond James Trust (Quebec) Ltd. and John Israel Calambos, Partner, Miller Thomson
Retirement & Estate Planning
Opportunities Amid Uncertainty
10/21/2021
Opportunities Amid Uncertainty with Raymond James Ltd.'s, Head of Investment Strategy, Nadeem Kassam
Retirement & Estate Planning