Stella Ng, Senior Wealth Manager at Raymond James

05/11/2026

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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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.

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04/09/2026

The U.S./Israeli attacks on Iran, and subsequent retaliatory strikes by Iran against U.S. assets and other countries in the region quickly became the most impactful event of the month.

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04/07/2026

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.

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03/31/2026

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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03/25/2026

Women are shaping more of Canada's wealth, and financial conversations between advisors and clients are evolving—becoming more intentional, and shaped by priorities such as caregiving, career transitions, and family planning.

Explore a new era of wealth planning conversations: https://www.raymondjames.ca/commentary-and-insights/lifestyle-technology/2026/03/19/how-women-are-transforming-the-wealth-conversation

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03/12/2026

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.

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03/05/2026

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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03/04/2026

In today's fast-paced digital world, fraud is becoming more common and sophisticated. Regardless of age, occupation and life stage, anyone can be a target of fraud.
At Raymond James Ltd., safeguarding your assets and protecting you from fraud is our priority.
https://www.raymondjamesconnect.com/fjYlOK

02/25/2026

I'm pleased to invite you to an upcoming Client Insights Webinar on March 26, focused on the latest tax updates and what they could mean for you this year.

Our in house tax experts — Teresa Malowany, VP, Head Wealth Planning & Tax Consulting, Robert An, AVP, Wealth Planning & Tax Consulting, and Gary Chow, Tax Consultant — will cover:
• Key federal and provincial tax announcements for 2026
• Important reminders on recent and proposed changes, including AMT, capital gains inclusion rate updates, and trust reporting
• What to keep in mind as we move through this year's tax season

If you're looking to stay informed and plan ahead with confidence, this is a great opportunity to hear directly from our Wealth Planning & Tax Consulting team.

Register here: https://raymondjames.zoom.us/webinar/register/WN_hL8flFVET-WsM4uxUzLWjg

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02/20/2026

On February 17, 2026 British Columbia's Minister of Finance, Brenda Bailey, tabled the province's 2026/27 budget. We have highlighted selected tax measures from the budget that may affect individuals and small businesses in British Columbia.

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