Adam McHenry, CFA, MBA

06/03/2026

"Whether retirement feels near or far, planning now lays the foundation for a fulfilling future."

Check out the Retirement Checklist below!

05/19/2026

Once scammers gain access to personal or financial information, it can open the door to additional fraudulent schemes. Understanding how common scams operate is essential in protecting yourself from scams.

raymondjames.ca

05/13/2026

When planning for retirement, the question often asked is, ‘How much do I need to retire comfortably?'

04/22/2026

Fraudulent scams are on the rise. Protecting your accounts starts with proactive monitoring and smart security habits.

Click below to learn some tips to monitor your accounts and prevent scams from happening.

raymondjames.ca

03/24/2026

Proud Dad moment.

This weekend, my son William scored the double overtime game winning goal to clinch the Klevr Super League championship.

Watching William's team battle, support each other, and stay locked in on a shared mission was something special.

Here's to teams that show what can happen when everyone pulls in the same direction.

https://www.raymondjamesconnect.com/ahVUkd

01/20/2026

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

01/14/2026

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

01/06/2026

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its launch in 2009, it has become one of Canada's most versatile savings tools, allowing your money to grow and be withdrawn completely tax-free, no matter what you're saving for.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

11/18/2025

Legacy in Action: Philanthropy, Planning & Purpose Across Generations

Date: November 20, 2025
Time: 10-11am PT/11am-12pm MT/1-2pm ET

Join us for a dynamic and thought-provoking session that goes beyond charitable giving to explore how philanthropy can be a powerful tool for shaping family values, building community impact, and securing long-term legacies.

This webinar will delve into:

• Trust & Estate Planning Essentials: Key structures to protect your legacy and ensure your wishes are honoured
• Intergenerational Wealth Transfer: Engaging the next generation in meaningful giving
• Strategic Philanthropy: How to align your giving with personal values and social outcomes

Whether you're a seasoned philanthropist or just beginning your journey, this session offers actionable insights and expert guidance to help you give with intention and plan with purpose. https://www.raymondjamesconnect.com/aPR28v

11/17/2025

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