Events

UPCOMING EDUCATIONAL SESSIONS AND WORKSHOPS

Please reach out to us to learn more or to R.S.V.P. by calling 1.888.778.0356 or you can call Chad Katunar at 1.250.405.2423 or email us at: heart.wealth@raymondjames.ca

May 23 -- 1:30pm – 3:30pm - Downsizing your Home

May 25 -- 10:00am - 3:00pm - Financial Workshop for Women

June 27 -- 2:00pm – 3:30pm - Estate Planning – US/CAN Cross-Border Tax Considerations

Sept 26 -- 2:00pm – 3:30pm – Strategic Tax Planning

Oct. 24 -- 2:00pm – 3:30pm – Estate Planning Overview

Nov. 28 -- 2:00pm – 3:30pm - Effective Charitable Gifting

Victoria 1175 Douglas St Ste 1000 Victoria, BC V8W 2E1
T 250.405.2429
Map & Directions
Map & Directions

Stony Plain 4310 33 Street Suite #118 Stony Plain, AB
T 780.399.5552
Map & Directions
Map & Directions

Edmonton 2300-10060 Jasper Avenue Edmonton, AB T5J 3R8
T 780.399.5552
Map & Directions
Map & Directions

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Events

UPCOMING EDUCATIONAL SESSIONS AND WORKSHOPS

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