Skip to content

Subscribe to our newsletter

Living Richer WMLiving Richer WM
  • Home
  • Who We Advise
    • Who We Advise
    • Business Owners
    • Corporate Executives
    • Families
    • Retirees
    • Non-Profits
    • What Clients Say
  • How We Help
    • How We Help
    • Our Wealth Management Process
    • Our Investment Philosophy
    • Business Planning
    • Longevity Planning
    • Education Planning
    • Estate, Strategic Charitable Giving & Trust
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Who We Are
    • Who We Are
    • Mark Shimkovitz
    • Robin Shimkovitz
    • Carolina da Silva
    • Our Partners
    • Community Involvement
  • Knowledge Centre
    • Knowledge Centre
    • Tools and Resources
    • Articles
    • eBooks
  • Podcast
  • Blog
  • Videos
  • Contact
    • Contact
    • Contact Us
    • Introduce Us
  • Client Access
  • Living Richer Wealth Management
    40 King Street West Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2 T: 416.777.4944 F: 416.777.7020
    Map and Directions Map and Directions
2024 Income Tax Update
3/28/2024
Watch our latest Client Insights webinar.
Tax Planning
2024 Ontario Budget Highlights
3/28/2024
On March 26, 2024, Peter Bethlenfalvy, Minister of Finance tabled the 2024-25 Ontario budget.
Tax Planning
Read
Read
US Citizens in Canada - Tax Implications of Owning a Canadian Home
3/27/2024
US citizens living in Canada should understand the various US and Canadian tax rules related to owning a Canadian home.
Tax Planning
Update on the Canadian mutual fund and ETF industry
3/25/2024
Listen to our podcast with Luke Kahnert.
Markets & Investing
2024 Saskatchewan Budget Highlights
3/21/2024
On March 20, 2024, Saskatchewan Minster of Finance, Donna Harpauer, released the province’s budget for the 2024-2025 fiscal year.
Tax Planning
Read
2024 Quebec Budget Highlights
3/13/2024
On March 12, 2024, Quebec’s Finance Minister, Eric Girard, released the province’s 2024-2025 budget.
Tax Planning
Watch Video
Q&A Follow-Up: Planning for the Administration of Your Estate
3/8/2024
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Read
2024 NS Budget Highlights
2024 Nova Scotia Budget Highlights.
Tax Planning
Implications of Selling Canadian Real Estate as a Non-Resident of Canada
3/5/2024
Congratulations, you are looking to sell your Canadian property and hopefully will walk away with some fruitful gains.
Tax Planning
Read
2024 AB Budget Highlights
2024 Alberta Budget Highlights.
Tax Planning
Failure to Launch: Adult Dependents and their Estate Rights
3/1/2024
Listen to our podcast with Paula Lester.
Markets & Investing
Insights and Strategies
3/1/2024
Will Reshoring Create New Opportunities?
Markets & Investing

Contact Us Let’s uncover the possibility of working together.

twitterfacebooklinkedininstagramspotifyenvelope
Living Richer WMLiving Richer WM
  • 40 King Street West Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
  • 416.777.4944
  • 416.777.7020
  • Map & Directions
  • Map & Directions
Subscribe to our newsletter
Please Click on the link below to acknowledge your consent to receive our newsletter via email.
I Consent
*You can withdraw your consent at any time by unsubscribing to our emails.

© 2025 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

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.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement  | Client Concerns.

CIRO LogoAdvisor Report logoCIPF Logo

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences