David Schefter

Longevity planning isn't just about how long we live, it's about protecting what matters if life changes. Brain health is part of that conversation. If this is something you've been wondering about, let's talk. Learn more: raymondjames.ca/wealth-managem…

I hear this concern from families often. Worry is common but planning can bring clarity and confidence. Reach out if you'd like to start the conversation early or learn more at raymondjames.ca/wealth-managem…

So much care happens quietly, behind the scenes, and it affects families financially and personally. Thoughtful planning that considers brain health can make a real difference. I'm here if you'd like to discuss your family's situation. Learn more: raymondjames.ca/wea

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. Register here: raymondjames.zoom.us/webinar/regist… raymondjamesconnect.com/tx6UkH

On April 28, 2026, Canada's Minister of Finance, François-Philippe Champagne, presented the federal government's 2026 Spring Economic Update. We have summarized the personal and business tax measures and their potential impact on Canadians. raymondjamesconnect.com/t8sSHT

Thank you to everyone who joined us for our recent Client Insights Webinar: Recent Tax Updates and the 2026 Tax Season. If you missed the session or would like to revisit the discussion, the full recording is now available. Watch the webinar recording: h raymondjamesconnect.com/tGhR9f

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on April 23, where our experts will break down the key factors shaping financial markets in 2026. Register here: raymondjames.zoom.us/webinar/regist… raymondjamesconnect.com/tWRPOZ

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. raymondjamesconnect.com/t8jjea

I like the concept of treating housing as a strategy, not as an assumption, when thinking about retirement planning. raymondjamesconnect.com/tDxjSD

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. raymondjamesconnect.com/tPOkUx

On March 26, 2026, Peter Bethlenfalvy, Minister of Finance, tabled the 2026-27 Ontario budget. We have highlighted selected tax proposals from the budget that affect individuals and small businesses in Ontario. raymondjamesconnect.com/tq2NFd

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. raymondjames.ca/co raymondjamesconnect.com/tmoPKm

As women gain a larger share of Canada's wealth, they're becoming key decision makers for family and intergenerational planning. This shift creates space to build confidence, clarity, and long term purpose, helping women shape their financial futures. raymondjames.ca

In today's fast-paced digital world, fraud is becoming more common and sophisticated. Regardless of age, occupation and life stage, anyone can be a target of fraud. At Raymond James Ltd., protecting you from fraud is our priority. raymondjamesconnect.com/tKNZnK

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. raymondjamesconnect.com/t7ENDj

Canadian women aren't just poised to inherit $4T in wealth by 2028 — they're shaping the future of it. It's time to celebrate the facts, challenge the myths, and support the financial confidence driving the next generation. Read more: raymondjames.ca/commentary-and-

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. raymondjamesconnect.com/tHtroU

With the unfolding military conflict in Iran, we have already seen a spike in energy prices and volatility in equity markets. raymondjamesconnect.com/tIKQAL

Canada's unemployment rate dropped slightly to 6.5% in January, from 6.8% at the end of December, despite the loss of 25k jobs. raymondjamesconnect.com/tGaotS