Edward Jones
5166 Cordova Bay Road V8Y2K6 Victoria, BC, Canada

Find out what's happening in the markets with our latest financial market update.[EDJ2021]

Want to know what happened in the market this past week and what's ahead check out our latest market update.[EDJ2021]

Thank you to everyone who has helped me to launch a very successful investment and insurance family practice over the past year. Love being my own boss and I am inspired daily by my clients and their families - here is to an amazing 2021 ! If you have family, friends, co-workers or associates that need to establish a retirement plan, have a portfolio and need retirement management, own a small business and need investment tax strategies, or need estate and legacy planning , please feel refer them for a consult, I am always happy to listen and help.

There are a number of different tax strategy options that business owners can consider. I can work with you and your legal and tax team to determine which plan works best for you and your business. Please don’t hesitate to reach out if you have any questions. Pamela Zwicky, FMA, RRC Financial Advisor | Edward Jones 5166 Cordova Bay Rd, Victoria, BC V8Y 2K7... Office Phone: (250) 658-4665 Direct: (250) 474-1602 Full Service Investment & Insurance Services [email protected] https://www.edwardjones.ca/pamela-zwicky See more

Check out this week's market update for activities on last week's market moves and a preview of the week ahead. [EDJ2020]

With Tax season coming up and RRSP Contribution DEADLINE MARCH 1st. Take some time to get some clarity on what your options are before you go ahead and put everything into one account. There are many PROs and CONs to both the TFSA and RRSP saving vehicles. Please take the time to review your options with your Tax professional or Advisor because the answer is not the same for everyone. 3 Simple things to take into consideration:... 1) Stage of Life 2) Goals/Purpose of your funds 3) Income Level If you need some more info or some further guidance it doesn't cost anything to reach out to me. I am always here to help and share information! Pamela Zwicky, FMA, RRC Senior Financial Advisor | Edward Jones Office: (250) 658-4665 Direct: (250) 474-1602 [email protected] www.edwardjones.com/pamela-zwicky ** See the below photo that I like to show all clients for a quick reference on the differences!** #retirement #financialplanning #longterminvesting #TFSA #RRSP

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. Call or email to make an appointment or visit our site to send message: Direct: (250) 474-1602 [email protected]... https://www.edwardjones.ca/pamela-zwicky See more