Edward Jones
350 Cabana Road E Suite #10 N9G 1A3 Windsor, ON, Canada

I’m so proud of our team for our latest accomplishment! This week Edward Jones was named Brokerage of the Year at the Annual Wealth Professional Awards and we couldn’t have done it without you! To all our clients, thank you so much for putting your trust in me and Edward Jones. It really means the world. [EDJ2020]

Hear from our Country Leader David Gunn about our ground-breaking study that uncovered the realities of modern retirement.

Your financial strategy is based on your goals and your comfort level with risk. I will work with you to identify your goals; your personal income needs and your risk tolerance level to select a portfolio objective and an asset allocation that's appropriate for you. [EDJ2020]

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.

At Edward Jones, I'm proud to be able to offer you the personalized service and advice that is wholly and truly designed to meet your unique needs.

As we emerge and enter various stages of recovery across Canada, we recognize that what is important to you may have changed. Whether you are preparing for or living in retirement, we will discuss these three reasons to revisit your financial strategy now 1. Estate considerations 2. How real estate fits into your financial strategy 3. Tips on how to balance debt an investing priorities... Call 519-967-0084 or email [email protected] to RSVP and receive webinar details. See more

Even in today’s volatile market, Canadian retirees’ greatest financial worry is unexpected expenses, and the greatest worry among pre-retirees is the cost of health and long-term care. Learn more about The Four Pillars of the New Retirement.

As a business owner you may already know this and be living through it, but the Canadian Fiscal Snapshot confirmed it -- the impact of COVID-19 on business owners is staggering. In May alone, 43% of self-employed workers worked less than half of their usual hours. I can help you create a financial strategy, so you can focus on your business and serving your customers. Check out our Business Owner's Guide to Survive and Thrive. I'm just a phone call or comment away if you want to chat.

Have your priorities changed as a result of the pandemic? Many of my clients' goals have changed and shifted. We just launched a 3-minute quiz to help you assess your financial priorities. DM me to discuss your financial goals.

If you’ve experienced financial loss during the pandemic, you’re not alone. Statistics tells us that 743,000 Canadian households deferred their mortgages or skipped their payments as a result of COVID-19. While making a budget and changing your spending habits is by no means a glamorous job, it is an essential tool to help avoid high levels of debt. I can help.

A great learning WebEx with other veteran Edward Jones branches today sharing ideas and best practices for better serving our clients during these changing times. I’m so proud to be a partner at Edward Jones where we work together to get better at helping our clients!

Edward Jones is committed to giving everyone a voice, enhancing recruitment, hiring and advancement practices, and creating training programs that help to end systemic racism, bias and discrimination.

It's been devastating to see the acts of racism and violence against Black communities. We are not immune to racism here in Canada and the devastation in the US is a strong reminder that we all need to take responsibility to end racism and discrimination. We all must do our part in standing up against racism by educating ourselves, listening and being an ally to our Black communities, clients and associates.

Weekly Market Update: Driving through fog is difficult. It’s hard to see the road and even harder to see the destination. In the same sense the path from recession to recovery can be just as hard to make out. As the economy emerges from the unprecedented lockdown, investors continue to look for signs that the recovery is going in the right direction. Read the rest here.

Amid all the bad news and challenges, something to celebrate! Sue Desjarlais-Regnier has recently been promoted to Senior Branch Administrator. Congratulations Susan! Our clients have greatly benefited from your dedicated and caring support. I'm delighted and proud to be your business partner!

Tip #1: It’s important to consider long-term growth. Remember, volatility is a normal part of investing.

Hear from our Country Leader David Gunn about why having a growth mindset is important - now more than ever before. Read the article here.

Do you need a second opinion on your investment portfolio? I'm ready to listen and share my thoughts with you. We have lots of ways to meet virtually. If you'd like to talk, please send me an email or call me.