Edward Jones-Financial Advisor: Michael Robertson
1075 North Service Road, Suite 102 L6M 2G2 Oakville, ON, Canada
Category
General Information
Locality: Oakville, Ontario
Phone: +1 905-827-1845
Address: 1075 North Service Road, Suite 102 L6M 2G2 Oakville, ON, Canada
Website: www.edwardjones.com/Michael-Robertson
Likes: 21
Reviews
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Find out what's happening in the markets with our latest financial market update.[EDJ2021]
Putting money away for the future may impede your immediate ability to spend on goods and services now. Therefore, it’s a good idea to determine what you want now versus what you want most. This will help you align your current goals with your future requirements. [EDJ2021]
Marriage, children, retirement your life can change over time. But is your life insurance keeping up with these changes? I can help you review your protection strategy to make sure your coverage matches your life stages and your goals. [EDJ2021]
Want to know what happened in the market this past week and what's ahead check out our latest market update.[EDJ2021]
Edward Jones named a 5-Star Brokerage. [EDJ2021]
Check out our weekly market update for new on last week's market and guidance for the week ahead. [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]:
Your RRSP contributions are based on a number of factors, including your earned income from the previous year and any unused contribution room from previous years. Give me a call today so we can determine a contribution rate that works for you. {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]
Entering into retirement is an exciting time of one’s life: an opportunity to reinvent yourself and pursue those life-long dreams or goals, outside of the 9-5. What will your golden years look like? Contact my office today to see how we can help you make the right financial moves throughout this new stage of your life. [EDJ2021]
Does your portfolio include diverse asset classes and products? I can help you balance your portfolio to help reduce the risk for financial loss during times of economic downturn, while also still taking advantage of the benefits of strong markets. Diversification does not ensure a profit or protect against loss in a declining market. [EDJ2021]
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