Skip to content
twitter
envelope
T:
519.883.6049
F:
519.883.6079
Feel free to reach out.
Menu
Home
Your Team
Your Team
David Cox
Brian Potter
Criselle Tung
About Raymond James
Community Involvement
What We Do
What We Do
Our "Financially INsync" Universe
Investment Strategies
"Extreme" Service
Cross Border Solutions
Ideal Clients
Financial Planning
Risk Management
Our Ideal Clients
Our Ideal Clients
Who Are They?
Becoming A Client
Families & Individuals
Business Owners
Corporate Executives
Family Offices
We Communicate
We Communicate
Our Latest Thoughts
Knowledge Centre
Media
Contact Us
Client Access
Financially INsync
595 Parkside Drive, Unit 1
Waterloo, ON N2L 0C7
T: 519.883.6049
F: 519.883.6079
Map and Directions
Map and Directions
Quarterly Strategic Review - First Quarter 2025 – April 2025 – Trump Tariffs!
04.29.2025
//
Quarterly Strategic Review
Well, that was (not) fun! What started as a simple correction in ...
See More
AllINsync Monthly Insights April 2025
04.29.2025
//
AllINsync
DOWNLOAD A COPY
See More
Monthly INsync Chit Chat April 2025
04.29.2025
//
Monthly INsync Chit Chat
Politicians and our Government… [by David Cox] I took my two yo...
See More
AllINsync Monthly INsights March 2025
03.20.2025
//
AllINsync
DOWNLOAD A COPY
See More
Load more
Reset
Archives
2025
January
February
March
April
2024
January
February
March
April
May
June
July
August
October
November
December
2023
July
August
September
October
November
December
Category
AllINsync
Financially INsync Blog
Media
Monthly INsync Chit Chat
Quarterly Strategic Review
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
Decline all
Accept all