Edward Jones- Financial Advisor: Trish McNamee
986 2nd Ave E N4K 2H6 Owen Sound, ON, Canada

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]

Retirement may still be years away, but it is possible to plan ahead while also saving for shorter-term goals, such as for post-secondary education or a down payment on a house or car. I’m available to help you create a strategy that covers all the bases.[EDJ2021]

There’s certainly been plenty of volatility and uncertainty the past few months, but one aspect of your financial picture has probably remained stable: your need for insurance. Let's review your goals and overall insurance coverage to ensure you and your family are well protected. [EDJ2021]

Divorce can be stressful and heartbreaking, but you can avoid making a bad situation worse by ensuring your financial life is in order. Here are some steps to take if it happens to you or someone you know. I'm here for your you find your path forward. [EDJ2021]

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

Re-evaluate Employment Options: If you’re a caregiver and have been struggling financially, you may find that by re-evaluating your employment options you can open the door to previously unforeseen opportunities, such as remote or part-time work. Every little bit helps. [EDJ2020]

Creating a budget, and then sticking to it, is a great way to see where you are spending your money. Let me know how I can help you keep track of your spending. [EDJ2020]

Happy New Year! All of us at Edward Jones wish you and your family peace, joy and prosperity throughout this New Year. [EDJ2020]

Maximize Your RRSP Contributions: If your employer offers a match for your RRSPs, try to contribute enough to take advantage of the full match. [EDJ2020]

Wills and estates are an important part in any family financial strategy. I will work together with your estate professional to create a solution that fits your family and lifestyle. [EDJ2020]

At Edward Jones, we start by understanding what’s important to you. Then, we use our established process to build personalized strategies to help you achieve your goals. Give my office a call today to see how we can help you.

Weekly Market Update: Current conditions are prompting a perception among some investors that the U.S. election represents a binary outcome for the market. November 3 may be viewed as a seminal moment in America’s political landscape, but when it comes to investing, it’s the much broader periods of time not singular moments that matter most. Read the rest here.

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.

Planning for an estate is truly a team effort. Let’s work together to understand what’s important to you, then create a personalized strategy to help you reach your goals.

When we think about your financial strategy, we need to think broadly, beyond your investment accounts and insurance strategies, for example real estate. It’s important to recognize that the housing market has changed considerably since pre-pandemic levels, and that might impact your short and long-term goals. I can help you figure out how.

The Financial Landscape Has Changed But My Commitment Hasn't The financial landscape has changed pretty dramatically these past several months, along with so many other aspects of our day-to-day lives. What hasn’t changed is my commitment to put your needs and interests first, in all that I do. I’m available to help you navigate your road to recovery by helping you focus on what you can control in your financial strategy.

By focusing on what you can control, you’ll be in a better position to move forward when it comes to things like planning for your estate, your mortgage or your investment strategy.

When you partner with Edward Jones, you’re building a relationship that puts your goals and financial well-being first. When you build a portfolio with me, I’ll look at combining different asset classes together to help you achieve the best possible return at your risk-comfort level. This process, known as asset diversification, is designed to help reduce fluctuation in your portfolio.

I’m here in your community. I don’t just work here; I live here too.

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

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.

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.

Weekly Market Update: We believe the economy has likely formed a durable bottom, but the pace of growth will slow, and the return to pre-pandemic levels will take time. Despite uncertainties, a gradual improvement in the labour market, along with low interest rates and fiscal stimulus, should help sustain the economic recovery into 2021. Read the rest here.