3 Keys Wealth - Raymond James Ltd.

3 Keys Wealth - Raymond James Ltd. Our team offers a deliberately different approach to Wealth Management. We espouse the value of 3 K /*********/
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Since there isn't a clear deadline, and it's not exactly a fun topic to think about, many Canadians are still without a ...
06/23/2026

Since there isn't a clear deadline, and it's not exactly a fun topic to think about, many Canadians are still without a will. But if you've spent years building your life, your wealth, and your family's future, a will is one of the simplest ways to protect it.

advisorstream.com

Conversations about money can change when cognitive health is part of the picture. Join us in this webinar as we explore...
06/22/2026

Conversations about money can change when cognitive health is part of the picture. Join us in this webinar as we explore how changes in brain health can affect financial decision making over time—and why early, proactive discussions can help families plan with greater clarity, confidence, and care.

In this session, we'll explore:
• An overview of how cognitive function can evolve over time and early indicators of cognitive decline, presented by Dr. Allison Sekuler
• Financial warning signs that may signal emerging cognitive challenges
• Practical ways advisors and families can start timely, thoughtful conversations before decisions become urgent

This session is designed to support more informed, proactive financial planning as cognitive health evolves—and to help normalize conversations that are often delayed or avoided. https://www.raymondjamesconnect.com/aCWsng

The most overlooked expense in retirement often isn't one specific expense but rather understanding that your expenses t...
06/16/2026

The most overlooked expense in retirement often isn't one specific expense but rather understanding that your expenses themselves will change and evolve!

advisorstream.com

Children develop on different timelines, so experts say that choosing the right time to open a bank account depends more...
06/12/2026

Children develop on different timelines, so experts say that choosing the right time to open a bank account depends more on a child's temperament than their age.
Regardless of when your child gets access to a bank account, parents should look for ways to make the experience tangible, because managing money is increasingly a digital endeavour than in years prior.

advisorstream.com

These 10 common scams catch people off guard. Here's how you can stay one step ahead of them.
06/11/2026

These 10 common scams catch people off guard. Here's how you can stay one step ahead of them.

raymondjames.ca

Cyberattacks are among Canada's fastest growing crimes. Review these tips to help keep your personal information safe.
06/09/2026

Cyberattacks are among Canada's fastest growing crimes. Review these tips to help keep your personal information safe.

raymondjames.ca

The right combination of exercises can improve your game, and it's not as simple as merely pumping more iron.
06/08/2026

The right combination of exercises can improve your game, and it's not as simple as merely pumping more iron.

advisorstream.com

Explore how everyday Google searches reveal common human experiences in parenting, health, and social issues.
06/05/2026

Explore how everyday Google searches reveal common human experiences in parenting, health, and social issues.

advisorstream.com

Canadian retail gas prices have soared since the start of the United States-Israel-Iran war — even though Canada ranks f...
06/04/2026

Canadian retail gas prices have soared since the start of the United States-Israel-Iran war — even though Canada ranks fourth globally in annual crude oil production, behind only the U.S., Russia and Saudi Arabia. Many ask, if we have so much oil, why are our gas prices high?

advisorstream.com

Thank you to everyone who joined us for our recent Client Insights Webinar: Women & Wealth, What Women Want from Money C...
06/03/2026

Thank you to everyone who joined us for our recent Client Insights Webinar: Women & Wealth, What Women Want from Money Conversations.
Our speakers — Teresa Malowany, VP Head Wealth Planning & Tax Consulting; Annie Belanger, Insurance Planning Specialist; and Marissa Lydynia, AVP, Estate and Trust Solutions — shared their insights on how women approach wealth, what matters most to them in financial discussions, and how we can work to empower everyone during conversations around money.

If you missed the session or would like to revisit the discussion, the full recording is now available.

Watch the webinar recording: https://www.raymondjames.ca/commentary-and-insights/retirement-estate-planning/2026/05/26/women-and-wealth

raymondjames.ca

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Oakville, ON
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