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

BLA Private Wealth at Raymond James Ltd.

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Waterloo, ON
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.

11/02/2026

Learn how strategic RRSP withdrawals can help Canadians manage retirement income and understand potential tax implications. Explore how withdrawal timing and income planning may support a more efficient retirement strategy.

10/31/2026

Explore the factors that can influence the decision to claim retirement benefits early or delay for potentially higher future income. Learn how health, cash flow, longevity, and overall retirement goals can shape your strategy.

10/29/2026

Understand common RRIF planning considerations and how required withdrawals can affect retirement income, taxes, and long-term financial goals. Learn strategies Canadians may consider when managing RRSP-to-RRIF transitions.

10/27/2026

Learn how a retirement plan stress test can help evaluate your income, savings, and financial strategy under different scenarios. Understand how market changes, inflation, and unexpected expenses may affect your retirement outlook.

10/25/2026

Understand the healthcare expenses Canadian retirees may face beyond provincial coverage. Learn about potential costs such as prescriptions, dental care, vision care, and long-term care when planning for retirement.

10/23/2026

Learn why keeping your estate plan current is an important part of protecting your assets and supporting your family’s future. Understand key considerations like beneficiaries, wills, trusts, and changing life circumstances.

10/21/2026

Learn how the OAS clawback works and how retirement income levels can affect Old Age Security benefits. Understand key income planning considerations that may help Canadians make informed retirement decisions.

10/19/2026

Explore key retirement planning strategies that can help you understand income needs, tax considerations, and long-term financial decisions. Learn how thoughtful planning can help you prepare for the retirement lifestyle you want.

10/17/2026

Learn how a TFSA can play a strategic role in retirement planning beyond short-term savings. Understand how tax-free growth, withdrawals, and long-term planning considerations may impact your retirement strategy.

10/15/2026

Understand how naming a spouse as a TFSA successor holder differs from naming a beneficiary, including potential effects on account continuity, taxes, and contribution room.

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

Website

https://www.blaprivatewealth.ca/

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