What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Nava Wealth of Raymond James Ltd.

Home
Canada
Abbotsford, BC
Nava Wealth of Raymond James Ltd.

Call Directions Website

Offering a wide range of customized services, the team at Nava Wealth of Raymond James Ltd. is committed to helping you achieve your financial goals.

http://bit.ly/1nspoNn
/*********/
http://bit.ly/1nspoNn

10/29/2026

One day, you will leave your business. The only question is whether it happens by plan - or by circumstance.

10/27/2026

Your corporate investments may be making money - but could they also be costing your corporation a tax advantage?

10/22/2026

Your corporation has money. Does that money have a job, or is it just sitting there creating tax problems?

10/20/2026

Your business can survive a bad month. Can it survive 6 months without you? If illness or injury takes you out, the revenue may slow down - but the rent, payroll and bills keep coming.

10/15/2026

Your business has insurance. Your building has insurance. Your equipment has insurance. But what about the person keeping the whole thing running?

10/13/2026

The real question isn't whether someone is important. It's what their absence would cost.

10/08/2026

A shareholder agreement without funding (insurance or not) is just a promise on paper. What money will you use?

10/07/2026

AI can give you information instantly. But information and advice are not the same thing.

That distinction matters even more when the decisions involve taxes, retirement, estate planning, business succession or long-term wealth.

For World Financial Planning Day, my colleague Bharathi Sandhu shared her perspective with TechRound on whether AI financial tools are actually changing financial behaviour — or simply giving people another app to check throughout the day.

One point really stands out:

AI for frequency. Humans for decisions of consequence.

Technology can be incredibly useful for organizing information, spotting patterns and making financial information more accessible. Opening an app 12 times a day does NOT automatically mean you're making better financial decisions.

The real value comes from turning information into thoughtful, appropriate action — and that's where experience, context and professional judgement still matter.

Visit the TechRound article to read Bharathi's full thoughts on where AI can help — and where human advice continues to make the difference. https://www.raymondjamesconnect.com/aEfSM6

10/06/2026

You and your business partner own a company 50/50. He dies tomorrow. His spouse now owns his half. Still think the shareholder agreement is boring?

10/02/2026

A pretty special moment for Bharathi — and one worth sharing.

She grew up in Carbonear, Newfoundland, where The Globe and Mail wasn't even sold. On Saturdays, her dad would drive to Bay Roberts to pick up the paper, and she'd tag along for a McDonald's treat — also unavailable in their small town.

Fast forward 40 years, and she's now being quoted in The Globe and Mail.

Her comments will sound familiar to anyone who knows her approach to advice:

"There is a point at which financial optimization stops creating value and starts creating anxiety."

"The goal of wealth management shouldn't be to give someone more financial decisions. It should be to help them make fewer, better ones."

It's a great reminder that good advice doesn't have to be complicated to be valuable.

Congratulations, Bharathi — a very meaningful full-circle moment.

Please reach out to us with any questions, we'd love to hear from you! https://www.raymondjamesconnect.com/aQpRvr

Address

304-32625 South Fraser Way
Abbotsford, BC
V2T1X8

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+17783691104

Website

http://navawealth.com/

Alerts

Be the first to know and let us send you an email when Nava Wealth of Raymond James Ltd. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.