Skip to content
linkedinenvelope
CLIENT ACCESS
  • Clients
    • Clients
    • Families & Individuals
    • Medical Professionals
    • Cross Border Clients
    • Retirees
    • Business Owners
    • Women Investors
  • Solutions
    • Solutions
    • Our Differentiator
    • Cross Border Services
    • Investment Strategies
    • Financial Planning
    • Retirement Planning
    • Risk Management
    • Longevity Planning
  • Team
    • Team
    • Karim Halani
    • Ramzy Saad
    • Kim Tram
    • About Raymond James
    • Community Involvement
    • Our Partners
  • Cross-Border
  • Testimonials
  • Resources
    • Resources
    • Market Research
    • Articles
  • Contact
  • Peak Horizon Wealth
    100 Allstate Parkway, Suite 603 Markham, ON L3R 6H3 T: 647.557.5580 F: 877.860.4370
    Map and Directions Map and Directions
PHW - VerticalPHW - Horizontal
Quarterly Market Update: US Election Edition
10/23/2024
Watch our latest Client Insights webinar.
Markets & Investing
October 2024: Attempting to Stick the Soft Landing
10/22/2024
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Markets & Investing
Read
Read
Save taxes by timing donations strategically
10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
Save taxes by donating securities in your "HoldCo"
10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
Save taxes by donating securities "in kind"
10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning
Read
Insights and Strategies
10/1/2024
Do U.S. Elections Affect Canadian Markets?
Markets & Investing
Sophisticated wealth management
Contact us
PHW - VerticalPHW - Horizontal
  • Peak Horizon Wealth 100 Allstate Parkway, Suite 603 Markham, ON L3R 6H3
  • T 647.557.5580
  • F 877.860.4370
  • Map & Directions
  • Map & Directions
linkedinenvelope

© 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.

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.

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.

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.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2022 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

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