BCU Wealth Management of RJL

05/25/2026

Women & Wealth: What Women Want from Money Conversations

Money conversations are evolving—and women are leading the change. This webinar explores how women approach wealth, what matters most to them in financial discussions, and how advisors and families can create more meaningful, empowering conversations around money.

In this session, we'll explore:
· How women think about wealth differently, including values, priorities, and life transitions
· What women want from financial conversations, beyond numbers and performance
· Practical ways to foster trust, confidence, and engagement in wealth dialogues

Join us to gain actionable insights that support more productive, thoughtful, and inclusive discussions about wealth. https://www.raymondjamesconnect.com/aMwX_l

05/21/2026

Happy Vyshyvanka Day!

What began in 2006 as a student initiative in Ukraine has grown into a global celebration of Ukrainian culture, heritage, and unity.

Our BCU Wealth Management Team in Toronto is proud to wear our vyshyvanky today in support and solidarity!

05/12/2026

May 2026 Insights & Strategies

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

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05/04/2026

We are 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

04/02/2026

Thank you to everyone who joined us for our recent Client Insights Webinar: Recent Tax Updates and the 2026 Tax Season.

Our Wealth Planning & Tax Consulting experts walked through the latest federal tax announcements, highlighted key changes and tax planning opportunities from recent years, and shared important reminders to help clients navigate this year's tax season with confidence.

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/tax-planning/2026/03/27/2026-income-tax-update

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04/01/2026

On March 26, 2026, Peter Bethlenfalvy, Minister of Finance, tabled the 2026-27 Ontario budget. We have highlighted selected tax proposals from the budget that affect individuals and small businesses in Ontario.

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03/10/2026

With the unfolding military conflict in Iran, we have already seen a spike in energy prices and volatility in equity markets.

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03/09/2026

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.

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03/02/2026

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.

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02/19/2026

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.

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