Delphi Private Wealth Management of Raymond James Ltd.
10655 Southport Rd SW # 310 T2W 4Y1 Calgary, AB, Canada

Each quarter, our experts come together to discuss what's going on in the #markets and #economy, how it could impact #investors, and what they expect to see in the coming months. Take a look at our latest Investment Strategy Quarterly:

CRA has clarified that it will not impose late-filing penalties where a 2019 individual return or a 2019 or 2020 corporation, or trust return is filed late as long as it is filed by September 30, 2020.

CRA announced an extension to the payment deadline and offers interest relief on outstanding tax debts during the COVID-19 pandemic. The September 1, 2020 tax payment deadline is now September 30, 2020.

In this edition of Trends & Ideas (T&I), we look into how AI, a technology that is evolving every day, is set to shape the future of our world and the ways to invest in such a transformative technology.

Rick Hopkins, Great night at volunteering at the shelter with family and friends. Thank you Raymond James foundation.

Here is Rick Hopkins of Raymond James/Delphi Private Wealth Management presenting $3,000 donation From Raymond James Foundation to the Mustard seed. Raymond James/Delphi team will be preparing 2 meals for over 400 guests each of the Mustard during this holiday season.

With baby boomers aging, the cost of long-term care is set to triple in the next 30 years. Whats our plan for dealing with this?

[VIDEO] Are You Prepared to Live Longer? A longer lifespan means more years to enjoy the fruits of your labor. But have you planned for all that a longer retirement can mean?

Have a safe stampede

Consider these four tax manoeuvres before moving to the United States - The Globe and Mail

Travel doesnt need to be expensive use these tips to help you save

Investing in You, Inc. in nine simple ways

TAX-FREE SAVINGS ACCOUNTS 2019 Annual contribution limit is $6,000, while cumulative contribution room is $63,500 for 2019. Canadian investment income and capital gains generated within a TFSA is not taxable. No deadline for contributions; unused contribution room carries forward.... REGISTERED RETIREMENT SAVINGS PLANS Check your Notice of Assessment from CRA to find out your contribution limit. Contribution limit is equal to 18% of earned income in the previous year minus an individuals pension adjustment, up to an annual limit. Maximum contribution for 2018 is $26,230, assuming no prior year carry-forward room exists. Deadline for contributions is Friday, March 1, 2019.

Longer lifespans for women make retirement planning all the more crucial

What is your gameplan for teaching your kids about saving, spending and earning money?

No two people have the exact same goals. Thats why it takes an individually tailored plan to make them a reality. We work with many different clients at many different stages of life. So no matter where you are or where youre trying to go, we can create a customized plan to help you get there.

Apple Inc. will unveil the latest iPhone models on Sept. 12

Airlines have hiked their checked bag fees for economy fares and some airline experts predict charges for carry-on luggage could be next.

As NAFTA talks between Canada and the U.S. come down to the wire, here are significant moments in the history of the deal

To help lessen your 2017 tax bill, make sure you are claiming all the deductions and credits that you are allowed.

The undervalued wines that sommeliers are drinking

Tax & financial planning should take place all year long, there are several actionable strategies to consider before year-end CRA deadlines. LIFE WELL PLANNED.

This handy reference guide gives one central location for all your up-to-date information your loved ones will need

Hidden Costs Of Sending Your Kid To University

Investor resources for the young investor. #PersonalInvesting

From lakes in Croatia to fjords in Norway, a few of our favorite waterside spots in Europe.