Edward Jones
3621 Highway 7, Unit 302 L3R 0G6 Markham, ON, Canada

As you move into the early years of your retirement, it’s recommended that you maintain a cash balance of at least 12-months’ worth of living expenses as well as a short-term fixed-income ladder. You’ll find that this is especially important if the markets drop in the first few years of your retirement because having cash reserves can help you avoid selling your investments. I can help. [EDJ2021]

Find out what's happening in the markets with our latest financial market update.[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]

So now what? How much money can you use from your investments to spend in retirement? It's an important question because how much you withdraw from your portfolio each year can play a big role in how long your money could last. I can help you find the answer. [EDJ 2021]

Remember, I work for you! This means that it’s my job to help you identify any potential risks that may occur during or shortly before your retirement date. Knowing the risks before they occur can help you plan and prepare for them accordingly. [EDJ2021]

Check out our weekly market update for new on last week's market and guidance for the week ahead. [EDJ2021]

Preparing for emergencies and considering your insurance options are an important part of any financial strategy. Our general guidance is that individuals nearing retirement should have three to six months of living expenses in emergency cash. This recommendation is a general guideline you may need more or less, depending on factors such as your job security and access to outside credit sources. Let’s work together to better you prepare for those unexpected situations. [EDJ2021]

This doesn't have to be an either/or proposition. Almost everyone juggles more than one savings or investing goal. Take it one step at a time and strike the right balance between priorities and trade-offs. [EDJ2021]

Did You Know: An RRSP matures on December 31st of the year in which you turn 71 years old, at which time you must: withdraw funds and include them in your annual income transfer them to a Registered Retirement Income Fund (RRIF) or purchase an annuity. [EDJ2021]

In this week's update we review last week's market performance and take a look at what the week ahead could hold. [EDJ2021]

Find out what's happening in the market with our latest financial market update. [EDJ2020]

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.

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.

This is a great resource for anyone who’s interested in financial wellness and how it relates your mental and physical health. Check it out!

Living on a budget doesn’t have to mean clipping coupons and eating instant noodles it’s an effective way to keep track of your cash flow so you can see what you’re spending your money on each month. Here are some ideas on how to get started.