Jeff Aubry at Edward Jones
101 Lakeport Rd. L2N 7L7 Saint Catharines, ON, 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]

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]:

Saving for multiple long-term goals may seem intimidating, but it doesn’t have to be. By taking it one step at a time, you and I can work together to see how the choices you make today about future saving goals may impact your retirement goal. [EDJ2021]

We're proud to announce that Edward Jones has been named on the 2020 Kincentric List of Best Employers in Canada, published in the Financial Post for the 19th year in a row. This award speaks strongly to our solid foundation of engaged associates, valued leaders and a culture where individuals are recognized for their contributions and ideas with a shared goal of providing our clients with an exceptional experience. [EDJ2020]

Are you one of the eight million Canadians who are reconsidering their retirement plans because of COVID? It’s important to keep in mind that changing your plans could change your overall strategy. I’m available to work with you to help flush out the details. [EDJ2020]

As you get closer to your retirement date, consider outlining your current assets, debt, monthly savings and any insurance policies you own. By tracking your monthly spending today, you will be better able to predict any future changes or expenses that may impact your overall savings plan. This will give you a base to know how much in withdrawals from your accounts you will one day need. [EDJ2021]

It's time for your weekly market update from Edward Jones. [EDJ2020]

I’m here to help you plan ahead by working on the right financial strategies for you including when to start receiving Canadian Pension Plan or Old Age Security payments. Don’t forget, a change of plans can mean a change in strategy. [EDJ2020]

Phishing: Don't Take the Bait. This is how people end up with sensitive information, such as your account log-in info or other private information. [EDJ2020]

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.

In this week's update we review last week's market performance and take a look at what the week ahead could hold. [EDJ2020]

A Tax-Free Savings Account (TFSA) is a great way to save money. It's a tax-advantaged account that helps you save for both short-term and long-term financial goals. The maximum amount you can contribute is $6,000 annually.

Did you know that investing systematically lets you buy more shares when the price is low and fewer when the price is high? This program is called Dollar Cost Averaging. We’ve entered a unique period where our savings can greatly outweigh our personal spending habits, so take advantage! Let’s talk to see if this program might work for you!

Now might be a good time to update or review your beneficiaries for registered investment accounts (TFSAs, RRSPs, RRIFs etc.) as well as your insurance policies. This is how these institutions know who the funds should go to if something happens to you. Read more here.

Weekly Market Update: "Dow 30,000" has a nice ring to it, but the more important question is: What does this number mean for investors? Read the rest here

While it’s important to keep a close eye on your savings and spending habits, it’s equally important to stay focused on the things that keep you safe and healthy, whatever that means for you. Learn more here.

Take some time to share money lessons with your children. Teaching them the value of a dollar and how to save for the long-term can help build financial literacy and help them navigate their finances as adults.

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

For a review of last week's market and guidance for the week ahead, take a look at this week's update. [EDJ2020]

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.

Weekly Market Update: In what surely qualifies as some of the more encouraging news of the year, the announcement that a Pfizer vaccine showed promising trial results powered markets higher last week. The coast isn't clear, but the light at the end of the pandemic tunnel got a bit brighter. Read the rest here.