Skip to content
Allied Asset Management and Raymond James cobranded logoAllied Asset Management and Raymond James cobranded logo
  • Home
  • Your Team
    • Your Team
    • Jonathan Lesyk
    • Our Partners
    • Our Investment Philosophy
    • Why Work With a CFP®
    • About Raymond James
    • Community Involvement
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Retirees
    • Sudden Wealth
    • Young Investors
  • How We Help
    • How We Help
    • Our Process
    • Business Planning
    • Education Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Investment Strategies
    • Retirement Planning
    • Risk Management
  • Knowledge Centre
  • Contact Us
  • Client Access
  • Edmonton IAS-17017
    10060 Jasper Ave Ste 2300, Rice Howard Place Tower 1 Edmonton, AB T5J 3R8 T: 780.414.2545
    Map and Directions Map and Directions
Cross-Border Donating – Impact Beyond Borders
9/30/2025
Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
2026 Manitoba Budget Highlights
3/26/2026
On March 24, 2026, Manitoba Minster of Finance, Adrien Sala, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
Read
Read
2026 Saskatchewan Budget Highlights
3/20/2026
On March 18, 2026, Saskatchewan Deputy Premier and Minster of Finance, Jim Reiter, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
2026 Quebec Budget Highlights
3/19/2026
On March 18, 2026, Quebec’s Finance Minister, Eric Girard, released the province’s 2026-2027 budget.
Tax Planning
2026 Alberta Budget Highlights
3/2/2026
On February 26, 2026, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2026 budget.
Tax Planning
Read
2026 Nova Scotia Budget Highlights
2/26/2026
On February 23, 2026, Nova Scotia’s Minister of Finance and Treasury Board, John Lohr, tabled the province’s 2026-27 budget.
Tax Planning
Read
2026 British Columbia Budget Highlights
2/19/2026
On February 17, 2026 British Columbia’s Minister of Finance, Brenda Bailey, tabled the province’s 2026/27 budget.
Tax Planning
Read
Get Ready for Tax Season
2/4/2026
Resources to help you plan with confidence.
Tax Planning
2026 Tax Reference Cards
1/29/2026
Explore our tax cards.
Tax Planning
Read
5 Tax-Efficient Ways to Build Wealth in Canada
1/28/2026
Structuring your finances for tax efficiency is a critical part of any financial plan. Even small adjustments can help you keep more of what you earn and grow your wealth faster.
Tax Planning
10 Ways Tax Planning Can Improve Your Life
1/23/2026
A lasting legacy doesn’t happen by accident.
Tax Planning
The Value of Tax Planning
1/21/2026
Keep more of what you earn through proactive, personalized strategies.
Tax Planning
linkedinenvelope

The future at your fingertips

Allied Asset Management and Raymond James cobranded logoAllied Asset Management and Raymond James cobranded logo
  • Allied Asset Management
  • 10060 Jasper Ave Ste 2300, Rice Howard Place Tower 1 Edmonton, AB T5J 3R8
  • T: 780.414.2545
  • Map & Directions
  • Map & Directions

© 2026 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 (CIPF).

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 (CIPF).

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 (CIPF).

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.

© 2025 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

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.

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