Edward Jones Financial Advisor: Dana Hicks
Main St of Delhi, Delhi, ON N4B, Canada N4B Delhi, ON, Canada
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General Information
Locality: Delhi, Ontario
Phone: +1 226-973-3240
Address: Main St of Delhi, Delhi, ON N4B, Canada N4B Delhi, ON, Canada
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Learn how we’ve invested in integrated technology to benefit our financial advisors - and their clients. [EDJ2021]
Find out what's happening in the markets with our latest financial market update.[EDJ2021]
Are you an experienced financial advisor looking to take your practice to the next level? Attend this event on April 22nd to learn more about the opportunity at Edward Jones. Current IIROC or MFDA licenses are required for participation. [EDJ2021]
Last week Wealth Professional named Edward Jones Canada a 5-Star Brokerage. This award recognizes Edward Jones' commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation. [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:
Consider catching up on unused RRSP room by increasing your contributions (if you can), take out an RRSP loan and use your tax rebate to repay some or all of the loan. You may put any tax refunds towards your RRSP contribution. I can help. [EDJ2021]
Did you know: RRSPs can also be used to achieve other financial goals, if the circumstances allow for it? The Home Buyers’ Plan allows you to withdraw up to $35,000 from your RRSP to buy or build a qualifying home for yourself or a related person with a disability. The HBP allows you to take up to 15 years to pay back the withdrawn funds. Want to learn more? Give me a call! [EDJ2021]
Discover how Financial Advisor Toddye Kam came to Edward Jones from one of the major banks. [EDJ2021]
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