Rosetta Hills Financial - Raymond James

05/29/2026

Great to see continued investment in communities across Canada. Expansion and renovations like this help create jobs and keep our local favorites thriving!

newswire.ca

05/28/2026

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

05/21/2026

Sharing a few more photos from our wonderful Grand Opening event!
Thank you to Kael Blackburn from the Perth Chamber of Commerce for capturing these special moments so beautifully. We truly appreciate it!

05/20/2026

Thank you to everyone who came out to support the grand opening of Rosetta Hills Financial - Raymond James office in Perth.
We are incredibly grateful for the warm welcome, kind words, and amazing support from our community, friends, family and clients. Seeing so many people celebrate this exciting new chapter with us meant so much.

A special thank you to Perth & District Chamber of Commerce for the support and warm welcome to the community.

Thank you to North Folk Cafe & Bakery for the wonderful catering, and to Eli's Berry Boutique for the absolutely delicious gluten-free cupcakes everyone enjoyed!

Your encouragement and support remind us why community matters so much.

Thank you for being part of this special day — we couldn’t have done it without you!

05/12/2026

Join us for the Rosetta Hills Financial Raymond James Grand Opening and Ribbon Cutting Ceremony on May 20th. There will be light refreshments to celebrate the event!

RSVP by May 18th via email at: [email protected] or call: 343-504-0261

05/03/2026

Walking for a great cause 💙

Proud to be part of the Raymond James team participating in the CN Cycle for CHEO! Supporting the incredible work of CHEO and the families they care for means so much to all of us.

A special thank you to Sarah Brillinger, Senior Branch manager of the Ottawa Raymond James office, for organizing this and bringing the team together!

Every step (and pedal!) helps make a difference

04/30/2026

I'm pleased to invite you to the upcoming Client Insights Webinar hosted by Raymond James on May 26, where our expert speakers will explore what women want from money conversations as they continue to evolve.

Our speakers — Teresa Malowany, VP Head Wealth Planning & Tax Consulting; Annie Belanger, Insurance Planning Specialist; and Marissa Lydynia, AVP, Estate and Trust Solutions — will discuss:
• How women think about wealth differently from values, priorities, and more
• What women are looking for from their financial conversations
• Real-world ways to build trust, confidence, and engagement in these conversations

If you're interested in joining us to gain actionable insights towards more productive, thoughtful, and inclusive discussions about wealth, this is a great opportunity to learn directly from leaders in the industry.

Register here: https://raymondjames.zoom.us/webinar/register/WN_FEBSrGy1S8SwFAgBcUxGiA

zoom.us

04/29/2026

On April 28, 2026, Canada's Minister of Finance, François-Philippe Champagne, presented the federal government's 2026 Spring Economic Update. We have summarized selected highlights of the personal and business tax measures and their potential impact on Canadians and Canadian businesses.

raymondjames.ca

04/25/2026

Maple Fest in Perth never disappoints 🍁

What an incredible turnout this year — the streets were full, the energy was amazing, and there were so many fantastic local vendors to explore. It’s always so nice to see the community come together and support small businesses.

And of course… I couldn’t resist stopping by my favourite shop Apropos Flowers and picking up just one more plant for the office 🌿 (because there’s always room for one more, right?)

And a must-stop every time North Folk Cafe & Bakery . Their treats are always amazing!

Already looking forward to next year!

04/25/2026

Even though I fully support this kind of diversification 😄✈️🚢…
it’s not exactly what I mean when I talk about diversification with my clients.
I’m all for booking the trip, making the memories, and enjoying life
But when we sit down together, diversification means something a little different:

-Not all your money in one place
-A mix that fits your goals and comfort level
-A plan built to handle ups, downs… and everything in between
Because the real goal?
Enjoy the cruises, the getaways, the spontaneous trips — without worrying about your financial future.