Edward Jones- Financial Advisor: Shahram Fakhimi
10800 Yonge Street L4C3E4 Richmond Hill, ON, Canada

Want to know what happened in the market this past week and what's ahead check out our latest market update.[EDJ2021]

If you've landed your first job, it's time for a celebration. I'm excited for you and want to help you get started off on the right foot with a solid savings and investment strategy. Why not begin with your very first paycheque? [EDJ2021]

Did you know every Thursday is casual day at our office? Our clients usually see us in a more formal attire, but during the pandemic we decided to have a casual day. The one thing that never changes is the proven and established process that we have and how we consistently add value to our clients' lives. If they ever need us, we want to be there. We are committed to keeping a positive spirit in our branch and pass it on to our clients. ... Please rest assured we are here to talk or to help in any way we can! We are only one phone call away.

Sometimes things don't work out quite the way you plan. If you're facing a layoff or buyout, we want you to know you have options and factors you can control during this life change. I'm here to help you make decisions that can affect your future. [EDJ2021]

Divorce can be stressful and heartbreaking, but you can avoid making a bad situation worse by ensuring your financial life is in order. Here are some steps to take if it happens to you or someone you know. [EDJ2021]

As you get closer to your retirement date, consider outlining your current assets, debt, monthly savings and any insurance policies you own. By tracking your monthly spending today, you will be better able to predict any future changes or expenses that may impact your overall savings plan. This will give you a base to know how much in withdrawals from your accounts you will one day need. [EDJ2021]

Consider starting out your retirement with a modest withdrawal rate of about 3% - 4%. This can provide you with the flexibility you need to better handle market declines and any unexpected expenses. [EDJ2021]

Life is full of changes, and that doesn’t stop once you pass your retirement date. I can work with you to stress test your financial strategy to help ensure that you’re prepared for any future changes. [EDJ2021]

Estate Planning Webinar Webinar Date : Wednesday, March 10 ,2021 at 7 PM. Join us for 30 minutes, have a virtual coffee with Jennifer Stebbing & I and ask your estate planning questions.... Register here https://edwardjones.zoom.us//361/WN_BpfRyc-wTA2h170eZBLNPQ #estateplanning #financialwellness #retirementplanning #retirement #canada #wills

By splitting your income with your spouse in a spousal RRSP, you can equalize your retirement income, which may also lower your family’s overall taxes. Contact me today to learn more. [EDJ2021]

Hear from our Country Leader David Gunn about our ground-breaking study that uncovered the realities of modern retirement.

Tuesday October 27 . Join me and Jennifer to learn more about all your options when it comes to an effective estate plan. Remember,everybody needs an estate plan Please use the below link to register https://edwardjones.zoom.us//421/WN_kCKAJa87Sx6POrXy78gIwA

When it comes to your portfolio, remember that it’s your goals that come first. Here are four key facts to help you navigate the stock markets during this time of political uncertainty.

Weekly Market Update: Current conditions are prompting a perception among some investors that the U.S. election represents a binary outcome for the market. November 3 may be viewed as a seminal moment in America’s political landscape, but when it comes to investing, it’s the much broader periods of time not singular moments that matter most. Read the rest here.

Happy Thanksgiving!! 2020 has been a crazy year and we still have challenging days ahead. Yesterday we tried to spread a little joy by delivering pumpkins to our clients. Let’s be thankful for all of the little things that we have been blessed with. I’m definitely grateful to be able to serve my clients and be there for them during these tough times.

If a new child has entered your life, you are no doubt full of joy today and hopes for the future. And you can help make that future a brighter one for your child and your family by taking some important financial steps. Let's talk.

From our family at Edward Jones to yours, Happy Thanksgiving!

Nearly 9 in 10 Canadians feel there should be more ways for retirees to use their talents and knowledge for the benefit of their communities and society at large. Learn more about The Four Pillars of the New Retirement.

Retirees consider family their greatest source of satisfaction, support, joy and purpose. 63% of retirees are willing to offer financial support to family even if it affects their own financial well-being. Learn more about The Four Pillars of the New Retirement.

Many Canadians view retirement as a time to improve their health in mind, body and spirit. 91% of retirees agree that it’s never too late to improve your health". Learn more about The Four Pillars of the New Retirement.

I’m so excited to be able to introduce you to our latest online tool: My Priorities. Our team at Edward Jones knows that you have a lot going on, and sometimes all that ‘stuff’ can become muddled and difficult to sort through. With My Priorities, you can click through an array of options to help you figure out what really matters most to you. It’s super quick, but also a really effective way to help you reassess your goals and identify your needs. Best of all, your results w...ill help me get to know you even better, so we can dig deeper into finding out the why behind why you’re prioritizing the way you are. Please feel free to get in touch with me if you’re interested in learning more, and I’ll send you the link.

Wednesday, September 30, 2020 at 7:00 PM COVID-19 has brought unexpected disorder and chaos globally. Our physical, mental and financial well-being is top of mind. As we emerge and enter various stages of recovery across Canada, we recognize that what is important to us may have changed. Whether you are preparing for or living in retirement, we will discuss these three reasons to revisit your financial strategy now:... 1. Estate considerations 2. How real estate fits into your financial strategy 3. Tips on how to balance debt and investing priorities RSVP by calling 905-508-2631 or register here: https://edwardjonesnationalseminar.ca/#/name/620 no later than Friday, September 25th. You are welcome to invite a guest, but spaces are limited, so please respond soon.

COVID-19 has brought unexpected disorder and chaos globally. Our physical, mental and financial well-being is top of mind. As we emerge and enter various stages of recovery across Canada, we recognize that what is important to us may have changed. Whether you are preparing for or living in retirement, we will discuss these three reasons to revisit your financial strategy now: 1. Estate considerations... 2. How real estate fits into your financial strategy 3. Tips on how to balance debt and investing priorities After the seminar, we will share a link to an Edward Jones "My Priorities" online quiz to help you rank your most important values. RSVP by calling 905-508-2631 or register here: https://edwardjonesnationalseminar.ca/#/name/620 no later than Friday, September 25th. You are welcome to invite a guest, but spaces are limited, so please respond soon.