Generational Wealth Management of Raymond James Ltd.

08/10/2026

Coffee & Conversation Series #2:
Taxes on Your Investments - Are You Paying Too Much?

Most investors focus on how much they earn. Fewer focus on how much they keep.

Join me for a complimentary Coffee & Conversation session where we'll discuss how the structure of your investments can be just as important as their performance. Learn about tax-efficient investing, account strategies, and ways to potentially improve after-tax returns.

Whether you're investing through a TFSA, RRSP, or non-registered account, understanding how your investments are taxed can have a significant impact on your long-term wealth.

📍Generational Wealth Management of
Raymond James Ltd.
10th Floor - 1175 Douglas Street, Victoria, BC

📅 Limited spots: Call 250.405.2426 or email [email protected] to reserve your seat.

Your future deserves 30 minutes and a latte!

08/06/2026

Have you ever thought about how your charitable giving could make an even bigger impact? Strategic philanthropy is about being intentional with your giving while supporting the causes that matter most to you and your family. Read our latest article here:

generational-wealth.com

07/16/2026

Canadians are living longer. Planning for cognitive care is becoming an important part of aging well, especially in higher-cost regions like Victoria and Vancouver. From full-time home care to retirement living, costs can vary widely depending on needs and level of care required.

Find out how much care could cost in your region: https://www.raymondjames.ca/commentary-and-insights/2026/06/30/the-cost-of-cognitive-care-in-canada

06/02/2026

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

raymondjames.ca

05/28/2026

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

05/20/2026

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

05/10/2026

Happy Mother's Day from all of us at Generational Wealth Management!

05/07/2026

Jill recently joined Sybil Verch on The Wealthy Life for a practical conversation about financial advice, planning through every stage of life, and what investors should reasonably expect for the fees they pay. Finding a connection with the right advisor can bring clarity and confidence to your financial life over what is often a decades‑long relationship.

generational-wealth.com

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.

raymondjames.ca

03/08/2026

As someone who supports individuals and families through wealth management, I see every day how powerful women are when they have the tools, knowledge, and confidence to take control of their future.

And as a parent, I'm reminded constantly that the next generation is watching how we show up and what we choose to champion.

The theme of this year's International Women's Day is a reminder that progress is possible when we lift each other up. By creating space, amplifying voices, and challenging the systems that hold people back, we will only get better from here.

Cheers to all the women and girls who are making this happen already!

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Jill Cramp
Wealth Advisor, CFP®
Raymond James Ltd.