CLIENT INSIGHTS Financial Planning Myths

Date: May 2024

Join Yannick Rivest, Financial Planner, Raymond James Ltd, to learn why a well-crafted financial plan is important and how it can help you reach your goals. He will uncover common financial planning myths and explain how a financial plan can help you increase your net worth over time while saving on taxes so you can live a Life Well Planned.

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If you would like Andersen Midgley Wealth Counsel to host an event for your group, please contact us at 647.798.4061 or send an email to AndersenMidgley@raymondjames.ca.

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

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 (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

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CLIENT INSIGHTS Financial Planning Myths

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