Edward Jones Investments
227 12 Street N T1H 2G3 Lethbridge, AB, Canada

Consider catching up on unused RRSP room by increasing your contributions (if you can), take out an RRSP loan and use your tax rebate to repay some or all of the loan. You may put any tax refunds towards your RRSP contribution. I can help. [EDJ2021]

What's your starting point? When it comes to your financial future, it starts with answering 6 simple questions on what you're most hopeful for and any concerns you may have. Take the quiz, download your results and we'll help you identify actionable steps you can take to turn your vision into a reality that is unique to you and your financial goals. Get started today! [EDJ2021]

Retirement and how we save for it is changing quickly. Read the latest article from our President, David Gunn about this changing landscape. [EDJ2021]

Hoping to get a refund this year? As the April 30 personal tax filing deadline fast approaches, we've complied our top five tips for a stress-free tax season. [EDJ2021]

Canada’s closest neighbour is the U.S., so it’s no surprise many of us have family ties there too. This can be through a spouse or children’s dual citizenship or because a loved one is temporarily or permanently residing south of the border. These circumstances can add complexity when we’re filing our taxes. View our U.S. tax considerations here. [EDJ201]

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.

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.

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.

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.

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.

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.

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.

When it comes to your portfolio, remember that it’s your goals that come first. Here are four key facts to help you navigate the stock markets during this time of political uncertainty.

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.