Edward Jones
470 Bronte Street South, Suite 210 L9T2J4 Milton, ON, Canada

Like most people, you probably have many financial goals. To achieve these various goals, you may have to follow different investment strategies. Follow these 4 simple steps to develop a clear plan. Together, we can develop financial strategy with the future you've dreamt about. [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]

It’s always a good idea to expect the unexpected. You can prepare for unforeseen costs by allocating a small sum of money each month to an emergency fund that can help cover any costs in the event of an emergency should you ever need it. [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]

RRSP season is here. Our most recent Edward Jones survey looks at how Canadians are thinking about the ways in which they invest - and, ultimately, if an RRSP is right for them. While RRSPs were traditionally where Canadians chose to invest for retirement, it's clear that alternative devices are on the rise. Does this sound like you? Everyone is different, and there’s no one-size-fits-all approach. If you're not already having these conversations about what’s right for you ...with your advisor, it’s never too late to start! DM me and I'd be happy to offer you a second opinion -- a fresh look -- with no commitment. You can read more about the study here [EDJ2021]: