David Schefter

Financial Advisor/Branch Manager, Raymond James Ltd.
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Disclaimers:

[David Schefter @david_schefter]

Cyberattacks are among Canada's fastest growing crimes. Review these tips to help keep your personal information safe. https://t.co/hLlUM9ssQX

[David Schefter @david_schefter]

Canadian GDP declined 0.1% in 1Q26, which was below the 1.5% growth expected in the Bank of Canada (BoC) forecast. https://t.co/iXQeSl8S8m

[David Schefter @david_schefter]

These 10 common scams catch people off guard. Here's how you can stay one step ahead of them. https://t.co/X7I8yW6AMh

[David Schefter @david_schefter]

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on June 25.

If you are thinking about long-term planning, or looking to better understand how to prepare for evolving financial needs - I encourage you to join.
https https://t.co/jioaERev26

[David Schefter @david_schefter]

Longevity planning isn't just about how long we live, it's about protecting what matters if life changes. Brain health is part of that conversation. If this is something you've been wondering about, let's talk.

Learn more: https://t.co/rkQrUhrsQE

[David Schefter @david_schefter]

I hear this concern from families often. Worry is common but planning can bring clarity and confidence. Reach out if you'd like to start the conversation early or learn more at https://t.co/lYc48FuCIA

[David Schefter @david_schefter]

So much care happens quietly, behind the scenes, and it affects families financially and personally. Thoughtful planning that considers brain health can make a real difference. I'm here if you'd like to discuss your family's situation.

Learn more: https://t.co/DabLp1D0tx

[David Schefter @david_schefter]

I'm pleased to invite you to the upcoming Client Insights Webinar hosted by Raymond James on May 26, where our expert speakers will explore what women want from money conversations as they continue to evolve.

Register here: https://t.co/XGp3UpPCaX https://t.co/gffUwvLBOK

[David Schefter @david_schefter]

On April 28, 2026, Canada's Minister of Finance, François-Philippe Champagne, presented the federal government's 2026 Spring Economic Update. We have summarized the personal and business tax measures and their potential impact on Canadians. https://t.co/RSzOUT08zz

[David Schefter @david_schefter]

Thank you to everyone who joined us for our recent Client Insights Webinar: Recent Tax Updates and the 2026 Tax Season.

If you missed the session or would like to revisit the discussion, the full recording is now available.

Watch the webinar recording: h https://t.co/W6sUnZ8oum

[David Schefter @david_schefter]

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on April 23, where our experts will break down the key factors shaping financial markets in 2026.

Register here:
https://t.co/VD2eFLDCXC https://t.co/pLqDdyLm4X

[David Schefter @david_schefter]

The U.S./Israeli attacks on Iran, and subsequent retaliatory strikes by Iran against U.S. assets and other countries in the region quickly became the most impactful event of the month. https://t.co/WNq8Y0YGQ2

[David Schefter @david_schefter]

I like the concept of treating housing as a strategy, not as an assumption, when thinking about retirement planning. https://t.co/SaDNcxM6X1

[David Schefter @david_schefter]

Fraudulent scams are on the rise. Protecting your accounts starts with proactive monitoring and smart security habits.

Click below to learn some tips to monitor your accounts and prevent scams from happening. https://t.co/JPyVkfnZ7N

[David Schefter @david_schefter]

On March 26, 2026, Peter Bethlenfalvy, Minister of Finance, tabled the 2026-27 Ontario budget. We have highlighted selected tax proposals from the budget that affect individuals and small businesses in Ontario. https://t.co/EbeTXu8EMa

[David Schefter @david_schefter]

https://t.co/nKnIsfIEqA

[David Schefter @david_schefter]

Women are shaping more of Canada's wealth, and financial conversations between advisors and clients are evolving—becoming more intentional, and shaped by priorities such as caregiving, career transitions, and family planning.
https://t.co/9bKR652aG5 https://t.co/jEo94JW7k9

[David Schefter @david_schefter]

As women gain a larger share of Canada's wealth, they're becoming key decision makers for family and intergenerational planning. This shift creates space to build confidence, clarity, and long term purpose, helping women shape their financial futures.

https://t.co/aBSnabiEdv

[David Schefter @david_schefter]

In today's fast-paced digital world, fraud is becoming more common and sophisticated. Regardless of age, occupation and life stage, anyone can be a target of fraud.
At Raymond James Ltd., protecting you from fraud is our priority.
https://t.co/WXZWZtGwPO

[David Schefter @david_schefter]

Once scammers gain access to personal or financial information, it can open the door to additional fraudulent schemes. Understanding how common scams operate is essential in protecting yourself from scams. https://t.co/bFjy9p1Oic