Knowledge Centre - Beacon Private Wealth

Why September Is the Right Time to Talk About Life Insurance

9/2/2025

Is your insurance still working for your life, your goals, and your legacy?

Burlington Office: 980 Fraser Drive Unit 115 Burlington, ON L7L 5P5
T: 905.634.3366
F: 905.634.3344
Map & Directions
Map & Directions

Cobourg Office: 1005 Elgin Street West Suite 204 Cobourg, ON K9A 5J3
T: 905.372.4333
TF: 888.989.6239
F: 905.372.1127
Map & Directions
Map & Directions

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.

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