3 Keys Wealth - Raymond James Ltd.

10/09/2026

As Thanksgiving approaches, it's a fitting time to reflect on something we don't often associate with money: gratitude.

While financial success is often measured in dollars and cents, true financial well-being is also about contentment, perspective, and appreciating the opportunities we've been given.

A timely and thoughtful read.

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10/08/2026

AI is evolving fast, and the latest generation of AI agents is starting to move beyond answering questions to taking action on our behalf. While the possibilities are exciting, they also raise important questions around privacy, trust, and control. This article offers an interesting look at both sides of that conversation.

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10/07/2026

AI has the potential to transform our world for the better. But as its capabilities grow, so do the questions around safety, control, and responsibility.

An interesting read on one of the most important technology debates of our time.

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10/06/2026

Moved, retired, purchased property, or have family ties on both sides of the border? Your will, powers of attorney, and beneficiary designations may need an update. This is an important reminder for anyone with cross-border connections.

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10/05/2026

Your estate plan is more than a set of documents. It helps protect your wishes, your loved ones, and your legacy. Join Raymond James and Solus Trust for an informative discussion on estate and incapacity planning, the role of the executor, and how a professional corporate fiduciary can provide expertise, continuity, and peace of mind when it matters most.

10/02/2026

The AI revolution isn't just changing technology companies. It's changing entire communities.
As demand for computing power continues to surge, data centres have become some of the most sought-after infrastructure projects in the world. But with that growth comes important questions:

How should local communities benefit? What are the long-term impacts on quality of life, infrastructure, the environment, and local economic prosperity?

This story offers a fascinating look at one town's approach, where every household would receive $10,000 if a proposed data centre is approved.

While the financial benefits are easy to quantify, the broader conversation is just as important. New investment can bring jobs, tax revenue, and economic growth, but communities must also consider the long-term effects on local resources, sustainability, and the character of the place they call home. What's that worth?

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10/01/2026

Customers don't just value speed. They value certainty.

Knowing where your order is, when it will arrive, and what happens next seems obvious today.

But someone's idea had to come first.

This article takes a look at how Domino's Pizza Tracker changed customer expectations and helped influence many of the delivery and tracking experiences we rely on every day.

It's a great reminder that some of the most impactful innovations don't change the product. They change the customer experience.

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09/30/2026

Most people worry about having their information exposed in a data breach.

Far fewer know what to do next.

The reality is that acting quickly can make a significant difference. Monitoring accounts, reviewing credit reports, updating passwords, and understanding potential risks are all important steps in protecting yourself and your family.

This article provides a helpful roadmap for navigating the aftermath of a data breach and reducing the risk of identity theft.

🔒 Your financial plan isn't just about growing wealth. It's also about protecting it.

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09/29/2026

The end of the year is often when business owners focus on what happened.

The most successful ones focus on what happens next.

A year-end review can uncover opportunities to improve cash flow, reduce taxes, strengthen retirement plans, and ensure your business remains aligned with your personal financial goals.

The right questions today can lead to better decisions tomorrow.

Take a few minutes to read through these key considerations before year-end.

📩 If you're a business owner and haven't had a planning conversation recently, let's connect.

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09/28/2026

One of the most valuable gifts you can leave your family isn't money - It's clarity.
A well-designed estate plan can help reduce stress, avoid costly mistakes, and ensure your wishes are carried out exactly as intended. Yet it's one of the most commonly delayed areas of financial planning.
This article provides a great reminder that estate planning is a process, not a one-time event. If it's been a few years since you've reviewed your plan, now may be a great time to revisit it.

📩 Have questions about your estate plan or want a second opinion? Let's connect.

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