Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
This year marks 25 years since Raymond James began its journey in Canada. Over that time, the firm has grown alongside clients, advisors, and associates across the country, shaped by long-term thinking, independence, and trusted relationships. While we are celebrating 25 years in Canada, our history extends much further. The firm's broader roots span more than 170 years, and the values established over that time continue to guide how we operate today.
In a world of seemingly endless uncertainty for your wallet and buying power – high inflation, high interest rates, tariffs – it is important to focus on the things we can control. One way to boost one's current and future income and wealth is to split income with your spouse... Income splitting is a tax-planning strategy that shifts taxable income from the higher marginal tax rate spouse's hands to the lower marginal tax rate spouse's hands, taking advantage of their lower marginal tax rate.
