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  • PAX Portfolio Advisory
    Suite 2300 - 10060 Suite 2300 – Scotia Place Tower 1 Edmonton, AB T5J 3R8 T: 780.414.2500 F: 780.414.2599
    Map and Directions Map and Directions
PAX Portfolio Advisor | Raymond James logoPAX Portfolio Advisor | Raymond James logo
Transferring the family business and estate planning
5/16/2023
Listen to our podcast with Damian McGrath.
Retirement & Estate Planning
Financial Planning Myths
5/3/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
Listen
Listen
Aging in place
4/4/2023
Listen to our podcast with Neela White.
Retirement & Estate Planning
One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan
3/30/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Which Pension Option is Best for Me?
Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning
Listen
I’m turning 71 and I have to what with my RRSP?
1/30/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
Read
The Season of Giving: Why Having an Estate Plan is a Gift to Others
1/9/2023
The holiday season is a time when most of us enjoy time with our family.
Retirement & Estate Planning
Read
Start the New Year right by reviewing and revamping your financial plan.
Instead of hauling out those familiar New Year’s resolutions...how about focusing on something that is also very good for you in the long run?
Retirement & Estate Planning
Administering an Estate: The Challenges and Pitfalls in the Digital Age
11/17/2022
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Watch Video
Trusts: Navigating your Trustee Duties and Responsibilities
11/3/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Client Insights - The Role of the Mandatary
10/27/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Client Insights - Settling an Estate: The Role of the Liquidator
10/13/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Always here for you
PAX Portfolio Advisor | Raymond James logoPAX Portfolio Advisor | Raymond James logo
  • PAX Portfolio Advisory Suite 2300 - 10060 Suite 2300 – Scotia Place Tower 1 Howard Place, Tower 1 Edmonton, AB T5J 3R8
  • T 780.414.2500
  • F 780.414.2599
  • Map & Directions
  • Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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