Nava Wealth of Raymond James Ltd.

Nava Wealth of Raymond James Ltd. 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.

Nvidia has been the stock market's superstar — but it hasn't been the only one.Sometimes the biggest winners aren't in t...
09/03/2026

Nvidia has been the stock market's superstar — but it hasn't been the only one.

Sometimes the biggest winners aren't in the headlines because the businesses aren't disruptors...anybody who has had a slice of Cheesecake Factory's Godiva chocolate cheesecake might disagree.

Visit the article linked to see the 5 stocks that have been quietly outperforming Nvidia. TLDR? Cheesecake Factory, Cracker Barrel, CarMax, Victoria's Secret, and Airbnb.

Please reach out to us with any questions, we'd love to hear from you! https://www.raymondjamesconnect.com/aemJ0J

Some gifts carry a little more meaning than others. In 2022, Chris's family experienced firsthand the incredible care pr...
09/01/2026

Some gifts carry a little more meaning than others.

In 2022, Chris's family experienced firsthand the incredible care provided by BC Children's Hospital. Earlier this month, for the fourth consecutive year, his children had the opportunity to give back by presenting a $5,000 donation to the BC Children's Hospital Foundation through the Raymond James Canada Foundation.

For their family, it was more than a donation. It was a chance to support an organization that had been there for them when they needed it.

It's also a great example of how Donor Advised Funds (DAFs) can help families be more intentional about their charitable giving.

A DAF allows you to make a charitable contribution today, receive the applicable tax receipt, and then recommend grants to the charities that matter most to you over time. It can be especially useful for people who have a significant charitable year, a large taxable event, or simply want to create a more organized long-term giving strategy.

Charitable giving can be incredibly personal, while keeping long term strategy in mind with foresight and planning.

Please reach out to us with any questions, specifically if you've been thinking about how to make your charitable giving more effect! We'd love to hear from you!

Imagine buying the wrong stock because you saw two letters you recognized.That is essentially what happened when LG Elec...
08/27/2026

Imagine buying the wrong stock because you saw two letters you recognized.

That is essentially what happened when LG Electronics India went public — and investors piled into a completely unrelated company with "LG" in its name, sending the stock up about 15%.

Apparently due diligence now includes: please read the whole company name before clicking BUY.

A ridiculous story. A very real investing lesson. Please reach out to us with any questions, we'd love to hear from you!

Two words from Elon Musk sent the wrong stock soaring more than 6,000%.He tweeted, "Use Signal", referring to the encryp...
08/20/2026

Two words from Elon Musk sent the wrong stock soaring more than 6,000%.

He tweeted, "Use Signal", referring to the encrypted messaging app. Investors instead piled into Signal Advance—a tiny medical technology company with absolutely no connection to it.

The stock jumped from roughly $0.60 to as high as $38.70 in just a few trading days.

A perfect example of what can happen when hype moves faster than homework. Always know what you're actually buying.

Please reach out to us with any questions, we'd love to hear from you!

By client request - Bharathi's opinion on prediction markets. I suppose regular investing wasn't exciting enough.Visit B...
08/18/2026

By client request - Bharathi's opinion on prediction markets.

I suppose regular investing wasn't exciting enough.

Visit Bharathi's blog to see her opinions on if this is investing, speculating, or gambling in a blazer. As always please feel free to reach out to us with any questions, we'd love to hear from you! https://www.raymondjamesconnect.com/aA9GNt

Zoom. What comes to mind when you hear that word? Probably the explosion of online meetings during COVID.When you hear a...
08/13/2026

Zoom. What comes to mind when you hear that word? Probably the explosion of online meetings during COVID.

When you hear about Zoom stock, which company do you picture?

In 2020, some investors were so eager to jump on the Zoom hype that they bought shares in Zoom Technologies (Ticker: ZOOM) instead of Zoom Video Communications (Ticker: ZM).

While the names were similar, the companies couldn't have been more different.

The confusion became significant enough that with some help from regulators, in April 2020, Zoom Technologies changed its ticker from ZOOM to ZTNO — helping separate itself from the video-conferencing company everyone was actually talking about.

A ridiculous but very real reminder: before buying a stock, look beyond the headlines and always double-check the ticker.

Please feel free to reach out with any questions — we'd love to hear from you!

Visit Bharathi's blog to see the 3 things she STILL won't do with her own money, 22 years into the industry!Please feel ...
08/11/2026

Visit Bharathi's blog to see the 3 things she STILL won't do with her own money, 22 years into the industry!

Please feel free to reach out with any questions, we'd love to hear from you! https://www.raymondjamesconnect.com/alQF9f

Your investment fees aren't paying for someone to glance at your portfolio once a year and send you a Christmas card. 😉T...
08/06/2026

Your investment fees aren't paying for someone to glance at your portfolio once a year and send you a Christmas card. 😉

They cover the professionals making daily investment decisions, monitoring the markets, managing the behind-the-scenes complexity and adjusting your strategy as life changes.

And on the wealth-planning side? It's the ongoing advice, reviews, paperwork, tax and estate coordination, insurance planning—and sometimes the friendly reminder not to let emotions take the wheel.

Good advice is about having a team that knows why you own it and what your money needs to do for you.

As always, please reach out to us with any questions, we'd love to hear from you!

Calling mutual funds "boring" is like calling restaurants boring.Which one?The steakhouse? The sushi bar? The taco truck...
07/30/2026

Calling mutual funds "boring" is like calling restaurants boring.

Which one?

The steakhouse? The sushi bar? The taco truck? The tiny place charging $28 for cauliflower cosplaying as wings?

A mutual fund is simply a collection of investments packaged together—and there are thousands of different types.

Conservative. Aggressive. Income-focused. Growth-focused. Canadian. Global. Bonds. Stocks. Specialty sectors.

So no, mutual funds aren't all boring.

Visit Bharathi's blog to read a bit more about the wide range of mutual funds available, and why she was personally offended by a fictional SWAT officer labelling them as boring. Bharathi also outlines the structure of a mutual fund, if you've ever been curious.

As always, please reach out to us with any questions. We'd love to hear from you! https://www.raymondjamesconnect.com/a4AQD2

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

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