Edward Jones
Suite201, 1437 Kingsway V5N 2R6 Vancouver, BC, Canada
Category
General Information
Locality: Vancouver, British Columbia
Phone: +1 604-730-5352
Address: Suite201, 1437 Kingsway V5N 2R6 Vancouver, BC, Canada
Likes: 36
Reviews
Facebook Blog
Find out what's happening in the markets with our latest financial market update.[EDJ2021]
There’s always a risk that the stock markets can decline, and that inflation will reduce the value of your savings. But you can prepare for this with the proper planning and asset allocation. I can help you construct a balanced portfolio with diverse investments, so you can feel secure in your long-term planning. [EDJ2021]
It’s uncertain how long the length of your retirement will be, and your goals and situation may change over time. It’s a good idea to check in with me regularly to review your plan and to make any adjustments as necessary.[EDJ2021]
Retirement and how we save for it is changing quickly. Read the latest article from our President, David Gunn about this changing landscape. [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]
There’s certainly been plenty of volatility and uncertainty the past few months, but one aspect of your financial picture has probably remained stable: your need for insurance. Let's review your goals and overall insurance coverage to ensure you and your family are well protected. [EDJ2021]
It’s important to know how much money from your investments you’re spending each year of your retirement because this can determine how long your money will last. I can help you find the answer.[EDJ 2021]
It's time for your weekly market update from Edward Jones.[EDJ2021]
Want to know what happened in the market this past week and what's ahead check out our latest market update.[EDJ2021]
Rule two is to understand risk. The higher the return potential, the more risk you’ll have to accept. [EDJ2021]
Check out our weekly market update for new on last week's market and guidance for the week ahead. [EDJ2021]
Your RRSP may be used to help finance other spending initiatives, including through the Home Buyers’ Plan and the Lifelong Learning Plan. Contact your me today to learn more, or to see if either option is good for you. [EDJ2021]
Tip #2: Diversify your portfolio. What’s in your investment portfolio? Consider scheduling an online meeting with me: I would be happy to give you a complimentary review of your portfolio. [EDJ2020]
There are a number of different tax strategy options that business owners can consider. I can work with you and your legal and tax team to determine which plan works best for you and your business. Please don’t hesitate to reach out if you have any questions. [EDJ2020]
In this week's update we review last week's market performance and take a look at what the week ahead could hold. [EDJ2020]
Find out what's happening in the market with our latest financial market update. [EDJ2020]
Now might be a good time to update or review your beneficiaries for registered investment accounts (TFSAs, RRSPs, RRIFs etc.) as well as your insurance policies. This is how these institutions know who the funds should go to if something happens to you. Read more here.
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. [EDJ2020]
Take some time to share money lessons with your children. Teaching them the value of a dollar and how to save for the long-term can help build financial literacy and help them navigate their finances as adults.[EDJ2020]
Today we honour the sacrifices of those who lost their lives and fought for our freedom. [EDJ2020]
I can explain the importance of different types of insurance (life, disability, long-term care, etc.) and help you determine if you have adequate coverage.
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