Edward Jones
635 Fourth Line, Unit #10 L6L5W4 Oakville, ON, Canada

Take time to reflect on the year that just passed and think about all that we have to be grateful for. I'd like to wish you a safe, healthy and happy holiday season.[EDJ 2020]

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.[EDJ2020]

Your priorities and perspectives may have shifted along with recent events, and your financial strategy may need to be adjusted accordingly. I am available to listen to your dreams, goals and concerns and will spend time with you working on a strategy that’s right for you.

It’s my priority, as an Edward Jones financial advisor, to help you adapt to change and refocus your goals in a way that benefits you. Here are some tips on what you can do to protect yourself while also planning to meet your short and long-term financial goals.

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.

Do you have a child in post-secondary school? Canada's Fiscal Snapshot reported that 7 out of 10 post-secondary students' jobs were cancelled. If you are nearing or living in retirement, you may be feeling stretched on how to juggle these competing priorities. I'm here if you need some help or guidance. DM me or call me.

Keeping your mental and physical health in check along with your financial health is really important right now. Check out our new website focused on all aspects of your well-being.

Three common scams related to the virus, and how you can stay alert.

Thank you to all our clients for rating Edward Jones highest in investor satisfaction with full-service brokerage firms 8 years in a row. It is an honour to be recognized by you our clients. Our passion for serving you and making a positive impact on your life is what matters most to us.

The holiday season is around the corner, many of us are shopping for special gifts. Check out these tips to help make sure your information stays safe.

Those in the mental health and financial health field offer advice for how older adults can manage stress related to both the pandemic and market volatility.

In order to protect the well-being of the community we serve, our branch office is now closed to the public. We will continue to serve you through several virtual options.

From our Edward Jones family to yours: we wish you a safe and fun Halloween.

The holiday season is around the corner, many of us are shopping for special gifts. Check out these tips to help make sure your information stays safe.

It's back-to-school time and let's face it education can be expensive. By creating a plan you will be well prepared for the day your child heads off to college or university. #EducationSavings #RESP

Here are three mistakes people often make when their emotions get in the way of their investment strategy and how you can avoid them.

With year-end quickly approaching, your "to do" list is likely to grow. Make sure a portfolio review is part of your list.

Artificial intelligence, or AI, is now part of all our lives. It’s used in social media, our navigation systems, and many other applications. But can it help you become a better investor?

With more women handling day-to-day family finance and assuming a leadership in investing, you might wonder - which gender makes for the better investor?

Ask yourself these five questions to decide if you are ready to retire with confidence. #FemaleFinancialEmpowerment

A recent poll by Edward Jones reveals that Canadian women feel confident and financially empowered. While a gender gap remains, nearly three quarters of women are managing their personal and family finances with self-assurance.

Market Update: Stocks fell sharply on May 13 following the most recent U.S.-China tit-for-tat on tariffs. After months of apparent progress toward reaching an agreement, last week's rift was unexpected. We continue to believe reaching a trade deal is in both countries' interests, but it is likely to take much longer than previously expected. Read the rest of the update here.

Market Update: Global stocks declined on May 7 due to worries about additional U.S. tariffs on Chinese imports. Even with this abrupt decline, though, Canadian and U.S. stock markets are up this year. Read the full commentary from our Investment Strategist Kate Warne.

You may not get much of a thrill from filing your taxes, but the process becomes much more enjoyable if you're expecting a refund. If one is headed your way, what should you do with the money?

Thank you to all our clients for rating Edward Jones highest in investor satisfaction with full service brokerage firms 7 years in a row. It is an honour to be recognized by our clients because our passion for serving them and making a positive impact on their lives is what matters most to us.

If you were to receive a sizable inheritance, what should you do with it? Consider these four strategies as you plan. This money could help you achieve some of your important financial goals so you’ll want to think carefully about your choices.

Almost all of crude oil production from western Canada is exported to the U.S., where it is refined into finished products. Thanks to the ramp up of new oil sands projects, there is not enough pipeline capacity to transport oil out of Canada.

With the arrival of spring, it’s time to tidy up your investment portfolio. Here are five financial spring cleaning tips you might want to consider.

Market volatility has picked up in response to shifting views over the current aging economic expansion. This month, Investment Insight sat down with Investment Strategist, Craig Fehr, to ask a few questions about the outlook for the economy in 2019 - and beyond.

Last year was full of wild swings in the financial markets. You can still get a clear picture of how you did by making sure your expectations are relevant, realistic and reviewed.

The TFSA contribution limit is rising to $6,000. Here's why you should contribute. #TFSA #InvestmentSavings

It's a question many Canadians are mulling over. The answer you might be able to do both. #Retirement #RRSP #FinancialStrategy

Should you invest an RRSP or a TFSA? It's one of the most frequently asked questions by Canadians each year. I'll break down the key benefits of each option here. #Retirement #RRSP #TFSA

Fluctuations in the markets can leave you feeling nervous. Having a plan in place can help you make appropriate, informed shifts when market conditions change. #MarketVolatility #FinancialStrategy

Look at our retirement savings calculator and see how quickly you'll be able to achieve your retirement goals.

You don't have to go it alone. A financial advisor can help add value to your investment efforts by helping you make a financial strategy and prepare for any important life event. #FinancialStrategy #FinancialAdvisor

It's a new year which means it's a great time to make some solid financial resolutions that can help you get closer to your money goals. #FinancialHealth #FInancialGoals

A successful retirement strategy doesn't have to be complicated. The key is to determine how much you'll need and develop a plan to meet your goals. #Retirement #RRSP

An annual financial checkup can help you better understand the "big picture" of your overall financial strategy. #FinancialStrategy

When it comes to personal finances, being able to separate fact from fiction is an essential first step to making well-informed decisions. Here are three common myths you'll want to erase.

Will you have enough money to retire? You can support your retirement strategy by being smart about your retirement roadmap. #Retirement #PersonalFinance

A pickup truck and an Italian sports car are both automobiles, but you wouldn't judge their performance on the same attributes. Each vehicle must be evaluated through the lens of your needs. The same goes for investments.