Meliambro Private Wealth of Raymond James Ltd.

02/16/2024

When creating or updating an estate plan, individuals often overlook the practicalities of implementing this plan and the problems that can arise after they have passed. Factors such as taxes, legal obligations, practical obstacles, family dynamics and more can all delay or even halt the proper administration of your estate. If not properly considered and planned for, these factors can also affect the intended distributions, leaving your beneficiaries with much less than intended or, in some cases, nothing at all. At worst, poor planning can lead to a legacy of family conflict and litigation. Join us to learn how to plan ahead and ensure the smooth administration of your estate. If you are or will be acting as an Executor, this presentation will be equally useful in preparing you for this important role.

raymondjames.zoom.us

02/15/2024

theglobeandmail.com

01/19/2024

It was a year that defied expectations by many accounts.

03/22/2023

Planning for what can happen is far more powerful than trying to predict what will happen.

www.dimensional.com

03/09/2023

People are naturally concerned about their own lifetime financial experience, but maybe even more about the financial future of the people they'll leave behind. Legacy is a big part of net worth.

www.dimensional.com

03/08/2023

The world needs science, and science needs women and girls

03/07/2023

What you need to know for the #2023 tax-filing season

www.canada.ca

02/24/2023

People have memories. Markets don't. And that's a good thing. When it comes to investing, the key is not to try to outsmart the market, but to understand how it works and use that knowledge to your advantage.

www.dimensional.com

02/23/2023

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers.

www.dimensional.com

02/22/2023

Pink Shirt Day is only relevant to school aged children? Think again. Macroaggressions happen daily in the workplace. Wear Pink! Take a stand against bullying

02/21/2023

Buying high can cost you, whether you're purchasing roses at their peak price on Valentine's Day or buying stocks at the same time as other investors when indices rebalance.

www.dimensional.com

02/20/2023

Warm wishes on this Family Day. You are an integral part of our family and we are thankful to have you.