BLA Private Wealth at Raymond James Ltd.

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Raymond James (USA) Ltd. www.rjlu.com

is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site.

Whether you're at the first step of planning your small business, or ready to step out into retirement, we can help you ...
09/29/2023

Whether you're at the first step of planning your small business, or ready to step out into retirement, we can help you navigate with confidence.

Contact us today to find out how we can help direct your steps.

The ostrich effect is a financial bias that indicates our brain's tendency to ignore negative information at times of ri...
09/22/2023

The ostrich effect is a financial bias that indicates our brain's tendency to ignore negative information at times of risk or danger in order to protect ourselves.

In personal finance, this could be avoiding a mounting debt or not paying sufficient attention to our spending. For investors, it could mean checking the market frequently when it is performing favorably, and less frequently when the data is negative.

While we hope that by ignoring the negative it will go away, the opposite most likely occurs: it takes a toll on our financial and emotional health. The key to keeping your head out of the sand is to have financial education and guidance.

Learn more about us at www.blaprivatewealth.ca

As women are becoming significant household earners, they are also taking control of the family finances. Therefore, the...
09/19/2023

As women are becoming significant household earners, they are also taking control of the family finances. Therefore, the need for financial education and professionals who can relate and build ongoing relationships is crucial for women in the world of finance.

As a trusted source of education and resources for women, we'd love to help you continue your progress in managing your finances.

If you've recently tied the knot—congrats! We know how excited you must be.We also know that managing your finances will...
09/15/2023

If you've recently tied the knot—congrats! We know how excited you must be.

We also know that managing your finances will look a little different now that you're legally wed. But good communication, teamwork, and following some of these steps will help you achieve your money goals together.

If you're not sure how to plan your retirement withdrawals, it can begin with a phone call to our office.
09/12/2023

If you're not sure how to plan your retirement withdrawals, it can begin with a phone call to our office.

Your assets are valuable. But your family is priceless. Let us handle the replaceable things while you focus on what mat...
09/08/2023

Your assets are valuable. But your family is priceless. Let us handle the replaceable things while you focus on what matters most.

Learn about us at www.blaprivatewealth.ca

It's easy to be persuaded by the buzz of negative market data and headlines, but it's necessary—for your finances and yo...
08/22/2023

It's easy to be persuaded by the buzz of negative market data and headlines, but it's necessary—for your finances and your mental health—to tune it out. Instead, focus on your long-term goals and daily habits.

If you need support to lean on, we're here for you.

Struggling with juggling? We know that managing your business and personal life can feel like a circus act sometimes. Ar...
08/04/2023

Struggling with juggling? We know that managing your business and personal life can feel like a circus act sometimes. Are there some things we can take off your plate?

If you have questions about investing, budgeting, retirement planning, or anything related to finance, we are here to he...
08/03/2023

If you have questions about investing, budgeting, retirement planning, or anything related to finance, we are here to help empower you.

Learn more about us: www.blaprivatewealth.ca

Address

1001-20 Erb Street West
Waterloo, ON
N2L1T2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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