David Schefter @david_schefter

Financial Advisor/Branch Manager, Raymond James Ltd. /*********/ Disclaimers: https://t.co/Dul5oTHN4V https://t.co/miJDMdaMhK Waterloo, Ontario Joined June 2011

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David Schefter @david_schefter

a week ago

Whether you're planning a move between Canada and the U.S. or advising someone who is, understanding the tax and wealth planning implications is essential. Canadian and U.S. Residency Transitions – Tax and Wealth Planning Across Borders. https://www.ray raymondjamesconnect.com/tVdifw

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David Schefter @david_schefter

3 weeks ago

U.S. 2Q25 GDP was revised up to +3.3% (from +3.0%) annualized growth over 1Q25, a sharp rebound from the -0.5% contraction in 1Q25. raymondjamesconnect.com/tfnYk6

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David Schefter @david_schefter

3 weeks ago

Aside from the OAS boost, CARP has called for a number of other proposals, including the elimination of minimum withdrawals from RRIFs. raymondjamesconnect.com/tE0_KH

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David Schefter @david_schefter

4 weeks ago

Retirement planning truly must go beyond the numbers to understand how prospective retirees will spend their time, and how that will evolve throughout retirement. raymondjamesconnect.com/tN-XJm

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David Schefter @david_schefter

4 weeks ago

This Life Insurance Awareness Month, take a moment to explore your current insurance policy with your Raymond James advisor and see how it may belong in your estate plan. Here are 4 reasons you may need insurance in your estate plan: raymondjames.ca/commentary-and…

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David Schefter @david_schefter

a month ago

September is Life Insurance Awareness Month – a perfect time to ask: Is your coverage up to date? Whether you've recently had a major life change or simply haven't reviewed your policy in a while, now's a great time to make sure your coverage still fits. https://www.raymondjames.

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David Schefter @david_schefter

a month ago

Canadian and U.S. Residency Transitions – Tax and Wealth Planning Across Borders 🗓️ September 16, 2025 🕙 10:00–11:00 AM PT | 1:00–2:00 PM ET 🌐 Live Zoom Webinar | 🎧 French interpretation available Register here: raymondjames.zoom.us/webinar/regist… raymondjamesconnect.com/tiEKdf

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David Schefter @david_schefter

a month ago

Inflation in Canada rose slightly in June to 1.9%, as generally anticipated, although core measures remained around 3%. raymondjamesconnect.com/tpzCnY

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David Schefter @david_schefter

2 months ago

The trend of consolidation among smaller, regional wealth management firms continues with IPC's recent acquisition. raymondjamesconnect.com/t5n347

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David Schefter @david_schefter

2 months ago

A testament to Raymond James' commitment to fiscal prudence and consistent care for clients - 150 consecutive quarters of profitability! raymondjamesconnect.com/tekcMr

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David Schefter @david_schefter

2 months ago

Experienced advisors can best serve their clients by being transparent about their practice succession plans and partner with a firm like Raymond James Ltd. that empowers advisors to fully control their own business, including in matters of succession. raymondjamesconnect.com/tHHb5n

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David Schefter @david_schefter

2 months ago

While new channels for promoting financial literacy have value, it remains important to consume with a discerning mindset. Recognize that financial advice is best when customized to your unique situation and always verify information shared online raymondjamesconnect.com/t709dv

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David Schefter @david_schefter

3 months ago

In this Market Perspectives note, we provide an update on the evolving U.S. tariffs. We just passed the July 9 re-implementation date at the end of the 90-day pause on the Liberation Day tariffs. raymondjamesconnect.com/ty0nSL

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David Schefter @david_schefter

3 months ago

Estate planning is more than distribution of assets—it's a key part of your overall wealth strategy. It protects your wishes, supports your loved ones, and helps preserve your wealth across generations. Safeguarding your legacy starts with a plan. raymondjames.ca/comm

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David Schefter @david_schefter

3 months ago

The Canadian economy is softening, but not weakening dramatically, after strong 2.2% growth in 1Q25, which was partly attributed to a rush of exports to the U.S. in advance of tariffs being implemented. raymondjames.ca/commentary-and…

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David Schefter @david_schefter

3 months ago

As we mark Canada Day this year, we're celebrating not only the country we proudly call home, but also the strong foundation Raymond James has built in Canada — and the continued growth of our presence from coast to coast.

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David Schefter @david_schefter

3 months ago

Protect what matters most. You've worked hard to build your wealth; now it's time to plan how it will support the next generation. Learn about how you can facilitate a smoother estate transfer here: raymondjames.ca/commentary-and…

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David Schefter @david_schefter

3 months ago

A landmark announcement for empowering advisors across Raymond James - extremely excited for this "quantum leap" in our technology offering to advisors! raymondjamesconnect.com/t4yX_h

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David Schefter @david_schefter

3 months ago

While many firms make it difficult to work with younger clients through mandated account minimums, Raymond James advisors are empowered with the freedom to build their practice as they see fit. We see huge opportunity in working with the next generation. raymondjamesconnect.com/tVuJOT

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David Schefter @david_schefter

4 months ago

The dollars and cents of retirement planning are important. But far too many people leave out the human element of retiring. Your life will evolve as you age through different stages and your plan should evolve along with you. raymondjamesconnect.com/t_a-eG