Mission Wealth Advisors of Raymond James Ltd.

06/09/2026

Thank you to everyone who joined us for our recent Client Insights Webinar: Women & Wealth, What Women Want from Money Conversations.
Our speakers — Teresa Malowany, VP Head Wealth Planning & Tax Consulting; Annie Belanger, Insurance Planning Specialist; and Marissa Lydynia, AVP, Estate and Trust Solutions — shared their insights on how women approach wealth, what matters most to them in financial discussions, and how we can work to empower everyone during conversations around money.

If you missed the session or would like to revisit the discussion, the full recording is now available.

Watch the webinar recording: https://www.raymondjames.ca/commentary-and-insights/retirement-estate-planning/2026/05/26/women-and-wealth

raymondjames.ca

06/03/2026

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on June 25.

This session will explore the intersection of cognitive health and financial planning, including how changes in brain health can impact decision-making over time and why proactive conversations can make a meaningful difference for families.

If you or your family are thinking about long-term planning, or looking to better understand how to prepare for evolving financial needs - I encourage you to join.

Register here: https://raymondjames.zoom.us/webinar/register/WN_SDJt7_WQRxiGM34F3qR_Nw

zoom.us

06/02/2026

forbes.com

05/26/2026

techcrunch.com

05/26/2026

moneymag.com.au

05/19/2026

So much care happens quietly, behind the scenes, and it affects families financially and personally. Thoughtful planning that considers brain health can make a real difference. I'm here if you'd like to discuss your family's situation.

Learn more: https://www.raymondjames.ca/wealth-management/client-resources/brain-health?utm_source=linkedin&utm_medium=organic_social&utm_campaign=brainhealth&utm_content=advisorlinkedin

05/15/2026

The BoC held its policy rate at 2.25%, noting that a wide range of possible outcomes on significant events like the war in Iran and trade uncertainty, with the upcoming USMCA review, could introduce scenarios that could prompt rate cuts or hikes.

raymondjames.ca

05/14/2026

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: https://www.raymondjames.ca/wealth-management/client-resources/brain-health?utm_source=linkedin&utm_medium=organic_social&utm_campaign=brainhealth&utm_content=advisorlinkedin

05/11/2026

gizmodo.com

05/10/2026