WMB Wealth Partners/Raymond James Ltd.

04/05/2026

Happy Easter from our Families to yours!

04/01/2026

moneysense.ca

02/25/2026

Tax season is more than an annual deadline — it's an opportunity to strengthen your financial strategy. Whether you're preparing your return, thinking about long term goals, or looking for ways to reduce your tax burden, understanding your options can help you make confident, informed decisions.
To support you this season, we've compiled several helpful resources that explain key tax strategies and planning concepts in a clear, accessible way.

raymondjames.ca

02/11/2026

Structuring your finances for tax efficiency is a critical part of any financial plan. Even small adjustments can help you keep more of what you earn and grow your wealth faster.

raymondjames.ca

02/06/2026

You've worked hard to save for retirement and now it's time to turn those savings into income. A Registered Retirement Income Fund (RRIF) helps you convert your Registered Account Savings Plan (RRSP) or other registered savings into a steady stream of retirement income, while your investments continue to grow tax-deferred until withdrawn.

raymondjames.ca

01/16/2026

The U.S. government shutdown has impacted the availability of official data, but our U.S. Economics team expects real GDP growth of 2.7% q/q (annualized) in 3Q25, slowing to 0.2% q/q (annualized) in 4Q25.

raymondjames.ca

01/13/2026

Buying your first home is a big milestone and saving for it can feel overwhelming. That's where the First Home Savings Account (FHSA) comes in. It's a government-registered account created to help Canadians take that exciting first step toward homeownership. It blends the best of both worlds—RRSP-style tax deductions when you contribute, and TFSA-like tax-free withdrawals when you're ready to buy—so your savings can go further, faster.

raymondjames.ca

01/09/2026

Planning for a child's future education? A Registered Education Savings Plan (RESP) is a smart and supportive way to start saving early. It is a government-registered account designed to help families set aside money for post-secondary education. While your contributions are not tax-deductible, the investment growth is tax deferred—and best of all, government grants can give your savings a meaningful boost.

raymondjames.ca

01/07/2026

Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without worries and taxes. Since its launch in 2009, it has become one of Canada's most versatile savings tools, allowing your money to grow and be withdrawn completely tax-free, no matter what you're saving for.

raymondjames.ca

01/01/2026

Happy New Year from our Families to Yours!!

12/25/2025

Merry Christmas from our Families to yours!

11/27/2025

November is Financial Literacy Month in Canada!

It's the perfect time to reflect on your money habits, start meaningful conversations with your financial advisor, and explore tools that can help you take control of your finances.
This month, challenge yourself to learn something new that boosts your confidence and empowers your financial decisions.

Explore helpful resources to get started: https://www.raymondjames.ca/commentary-and-insights/lifestyle-technology/2025/11/03/november-financial-literacy-month