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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School of joy 08/30/2024

Think of happiness practices as a buffet of options, Mr. Folk suggests. Discard what doesn't work, repeat what does. And, along the way, bask in the moments when you experience joy.

School of joy advisorstream.com

Plan to live to 100 when creating your retirement plan 08/29/2024

There are more happy and healthy centenarians than ever before (triple the number in Canada since 2000), and if that trend continues, you might hit that mark, too. Have you reviewed your plan?

Plan to live to 100 when creating your retirement plan advisorstream.com

Why You Should be Wary of Financial or Retirement Advice from Social Media 08/27/2024

Social media can cost you your most powerful resource – time. The key to investing is doing it early and often because the most powerful thing when it comes to building wealth is compounding growth. If you get distracted chasing trends and making unplanned, impulse purchases because of social media, you're not just losing the money you spent on those purchases

Why You Should be Wary of Financial or Retirement Advice from Social Media advisorstream.com

Client Insights - Life Stages and Events: Where Insurance is a Strategic Wealth Solution 08/26/2024

Join us on September 18 at 1-2pm ET for an insightful webinar where our expert panel will guide you through key strategies to protect and grow your wealth at different life stages and events.

Client Insights - Life Stages and Events: Where Insurance is a Strategic Wealth Solution zoom.us

The tax complications that have ensnarled Leafs’ John Tavares after his $15-million signing bonus from 2018 08/23/2024

Even hockey stars aren't immune to tax troubles! This article dives into the tax complications that have ensnared Toronto Maple Leafs captain John Tavares following his $15 million signing bonus in 2018. Learn about the intricacies of tax law and how even the best-laid financial plans can face unexpected challenges.

The tax complications that have ensnarled Leafs’ John Tavares after his $15-million signing bonus from 2018 advisorstream.com

Back to school means back to the spotlight for Big Tech 08/22/2024

As the back-to-school season approaches, it's not just students who are gearing up—big tech is also stepping back into the spotlight. This article explores how the return to classrooms impacts the tech industry and what it means for both businesses and consumers

Back to school means back to the spotlight for Big Tech advisorstream.com

FP Answers: Which assets require probate and is there any way to reduce these costs? 08/21/2024

They say the only certainties in life are death and taxes. While we can't avoid either, we can certainly plan for them!

FP Answers: Which assets require probate and is there any way to reduce these costs? advisorstream.com

The Screen Time You Shouldn’t Feel Bad About 08/20/2024

In today's digital age, screen time is often viewed negatively. However, not all screen time is created equal. This article sheds light on the types of screen time that can actually be beneficial and enriching.

The Screen Time You Shouldn’t Feel Bad About advisorstream.com

From liability to asset: Tapping the potential of insurance to maximize wealth 08/19/2024

As an advisor, I understand the importance of maximizing every asset at your disposal. This is a great piece that explores transforming insurance from a liability into a valuable asset for business owners.

From liability to asset: Tapping the potential of insurance to maximize wealth advisorstream.com

The Advantaged Investor: Summer Financial Planning Tips 08/14/2024

Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss summer financial planning tips.

The Advantaged Investor: Summer Financial Planning Tips raymondjames.ca

Empowering Women Investors 08/13/2024

Today's investment landscape reveals a striking paradox when it comes to women's financial empowerment. Research indicates that while women tend to make better investors than men, they typically retire with only two-thirds of the nest egg amassed by their male counterparts. Think of the gender pay gap and career pauses due to caregiving responsibilities.

Empowering Women Investors raymondjames.ca

Retirement planning for business owners can take different forms 08/08/2024

4 things business owners should consider about their retirement planning

Retirement planning for business owners can take different forms advisorstream.com

Here’s what to know about falling financial markets and how we got here 08/07/2024

Here's a look at what's driving the turbulence in markets:

Here’s what to know about falling financial markets and how we got here advisorstream.com

Navigating Market Volatility: Strategies For Long-Term Investors 08/06/2024

Diversification is one of the most effective strategies for reducing portfolio volatility. By spreading investments across various asset classes, sectors, and geographies, investors can mitigate the impact of poor performance in any single area. This time-honored principle, akin to the proverbial "don't put all your eggs in one basket," helps protect the portfolio by distributing risk across multiple investment vehicles

Navigating Market Volatility: Strategies For Long-Term Investors advisorstream.com

Boomers who want to transfer wealth to their adult kids should make sure their finances can pass a stress test 08/01/2024

Before you start gifting assets to your children, it's essential to have a well-thought-out plan. Reviewing your financial strategy ensures that your generosity aligns with your long-term goals and legal considerations!

Boomers who want to transfer wealth to their adult kids should make sure their finances can pass a stress test advisorstream.com

How executors can determine the value – and tax implications – of collectibles in an estate 07/31/2024

As an executor, understanding your responsibilities in appraising estate items is crucial. From valuing assets to ensuring fair distribution, your role is pivotal in managing and settling an estate

How executors can determine the value – and tax implications – of collectibles in an estate advisorstream.com

5 Reasons Why Financial Planning Is Key to Reaching Your Goals 07/29/2024

Discover how working with a Raymond James financial advisor and our team of specialists can boost your knowledge and provide a clear roadmap to a more secure financial future.

5 Reasons Why Financial Planning Is Key to Reaching Your Goals raymondjames.ca

Canada’s next housing crisis: Who is going to build millions of new homes? 07/18/2024

The country's goal is to build 3.9 million new homes by 2031. But between labour constraints and productivity woes, an ambitious plan might be dead on arrival.

Canada’s next housing crisis: Who is going to build millions of new homes? advisorstream.com

We Bought This Bread in April. It Still Looks Fine. 07/12/2024

Government regulations or demand from consumers or retailers will be needed to prompt further change, because the alternatives to traditional additives are often more expensive, complex or less effective, people in the baking industry said.

We Bought This Bread in April. It Still Looks Fine. advisorstream.com

Budgeting doesn’t have to be boring. Five ways to do it — without using a spreadsheet 07/10/2024

If you're allergic to spreadsheets, here are a few alternative budgeting systems that might work better for you.

Budgeting doesn’t have to be boring. Five ways to do it — without using a spreadsheet advisorstream.com

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Free Financial Literacy Education...

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At Life & Legacy Advisory Group, we believe that sound financial advice improves people's lives.​ We offer a simple, straightforward financial enrichment program that provides our ...

Michael Taglieri, Senior Wealth Advisor, Assante Capital Management Ltd. Michael Taglieri, Senior Wealth Advisor, Assante Capital Management Ltd.
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A forward thinking group collaborating with multigenerational families.

Todd Rideout - Life & Legacy Advisory Group Todd Rideout - Life & Legacy Advisory Group
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Take control of your financial future. Contact us to help you with retirement planning, financial pl