Edward Jones
114 Lakeshore Road E. Unit 100 L6J6N2 Oakville, ON, Canada
Category
General Information
Locality: Oakville, Ontario
Phone: +1 905-338-1661
Address: 114 Lakeshore Road E. Unit 100 L6J6N2 Oakville, ON, Canada
Website: www.edwardjones.ca/tim-carter/
Likes: 67
Reviews
Facebook Blog
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]
Open the door to a more local, personal approach to financial advice. [EDJ2021]
Today, March 8th is International Women's Day. We celebrate all the female financial advisors, branch office administrators and home office associates. These women truly make a meaningful impact within the firm and in the lives of our clients in their communities. Our commitment is to foster a culture of inclusivity allowing all associates to have a safe place to thrive, share different perspectives and bring their authentic selves to work every day. We are proud to sponsor the Investment Executive's Women in Finance Virtual Series Webinar tomorrow, which highlights best practices in serving female investors, showcasing women-friendly firms and strong female leadership. The event will be in the form of a panel discussion, featuring our own Andrea Andersen, Field Based Area Leader for Western Canada. Register here. [EDJ2021]
I’m here to help you identify your goals so you can enjoy your retirement the way you want to. Whether this means planning for that dream vacation, donating to charities, or ensuring you leave enough for the next generation, I can help you make it happen.[EDJ2021]
Check out our weekly market update for new on last week's market and guidance for the week ahead.[EDJ2021]
It’s always a good idea to save some cash saved for a rainy day. Having 3-6 months worth of living expenses means if something unexpected happens it won't throw you too far off your goals. I can help you calculate how much cash you may need to fill your rainy day bucket.
Weekly Market Update: In what surely qualifies as some of the more encouraging news of the year, the announcement that a Pfizer vaccine showed promising trial results powered markets higher last week. The coast isn't clear, but the light at the end of the pandemic tunnel got a bit brighter. Read the rest here.
A Tax-Free Savings Account (TFSA) is a great way to save money. It's a tax-advantaged account that helps you save for both short-term and long-term financial goals. The maximum amount you can contribute is $6,000 annually.
Before you make a budget it's important to identify your short-term (paying your credit card, reducing weekly expenses) and your long-term goals (saving to buy a house or a car). I can help you create an investment strategy to address your needs.
This can mean fewer payments with balances being charged with lower interest rates. Be aware of any fees that get charged and the potential impact to your credit score.
2020 has been a challenging year for all of us because of the pandemic, and many have been hit especially hard financially. I am here to help you get back on track.
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