Ely Clark & Associates Wealth Management of Raymond James Ltd

05/12/2026

Improving your finances does not have to be time consuming. This article highlights five simple money moves that take just minutes but can make a real difference over time.

advisorstream.com

05/10/2026

05/04/2026

What exactly is a sovereign wealth fund and why is Canada creating one now? This piece breaks down how these funds work and what the Canada Strong Fund could mean long term.

advisorstream.com

04/27/2026

Many Canadians worry they need $1.7 million to retire, this article explains why focusing on income and lifestyle is far more useful than chasing a single number. However, one important piece not fully explored is long‑term care, which can require a meaningful nest egg if private care is needed. This is where a comprehensive financial plan becomes essential to understand your full retirement path and potential risks.

advisorstream.com

04/20/2026

Strong investment returns mean little if overlooked risks quietly erode your wealth. A smart read on what really threatens long‑term financial success.

The biggest threats to financial success aren't always in the investment account; they're the quieter risks lurking in less glamorous areas such as budgeting and tax and estate planning.

04/17/2026

Cross-border finances are complicated. We've made it our job to simplify them.
Ely Clark & Associates now offers dedicated cross-border financial advisory services — coordinating Canadian and U.S. financial planning under one team, one strategy.

If you or someone you know is navigating finances on both sides of the border, we can help.
We work with:
→ Canadians holding U.S. retirement accounts (IRAs, 401(k)s, inherited IRAs)
→ Individuals relocating between Canada and the U.S.
→ Families or professionals with investment accounts in both countries
→ Anyone concerned about cross-border tax exposure, currency management, or estate planning

What sets our approach apart:
We manage both U.S. and Canadian assets under one coordinated advisory team - no more juggling separate advisors in different countries. That means unified strategy, tax-efficient planning, and peace of mind that your financial picture is truly integrated.

Whether you're planning a move, already living cross-border, or simply holding assets in multiple currencies, we'd love to connect.
📩 Reach out directly or tag someone who could benefit - we're always happy to start with a conversation.

raymondjames.ca

04/10/2026

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

03/18/2026

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.

raymondjames.ca

03/16/2026

Torn between extra mortgage payments and investing? This quick read might change how you think about both.

awealthofcommonsense.com