Generational Wealth Management of Raymond James Ltd.

10/22/2026

Did you know that inheriting a U.S. IRA as a Canadian resident can create some unexpected tax challenges?

Many people assume an inheritance is straightforward, but cross-border accounts often come with special rules and unique planning opportunities. The way you receive and withdraw funds from an inherited IRA can have a significant impact on your taxes.

If you've inherited a U.S. retirement account or expect to in the future, getting advice from a cross-border Wealth Advisor before taking withdrawals could save you a lot of money and headaches down the road.

As Wealth Advisors who assist clients with cross-border accounts, including inherited IRAs, we're happy to answer questions and help you navigate the choices available.

09/15/2026

Travel plans booked?

We're happy to now offer enhanced travel insurance solutions, including options for trip cancellation, family coverage, youth plans, and even "Cancel for Any Reason" coverage.

If you're heading away this year, let's make sure you're protected against the unexpected.

Single-Trip All Inclusive, Non-Medical Inclusive, and Trip Cancellation & Interruption plans can now be purchased up to 2 years in advance.

Send us a message to learn more.

09/14/2026

We're pleased to invite you to our next Client Insights Webinar on September 24, focused on the cross-border tax considerations that can impact individuals and families with connections to both Canada and the United States.

Presented by specialists from Raymond James Ltd. and MNP, this session will provide practical insights into tax planning opportunities, reporting requirements and key considerations for navigating cross-border financial matters.

Join us on September 24, 2026, from 10:00 to 11:00 a.m. PT / 1:00 to 2:00 p.m. ET.

To register, please visit: https://raymondjames.zoom.us/webinar/register/WN_OpLQUza9Q-anVqjGhnos-w #/registration

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!