Edward Jones-Financial Advisor: Jeff Barnes

07/13/2026

What if I told you that investing and financial planning aren't the same thing? Most people use these terms interchangeably, but they're actually very different. Investing is choosing where to put your money to grow. Financial planning is the comprehensive blueprint that gives your money purpose and it is made up of seven key components that examine every aspect of your life.

If you'd like to explore what a complete financial plan looks like for your unique goals, I'm here to help.

07/11/2026

Geopolitics remain a source of volatility following renewed U.S.-Iran tensions.

How did the markets perform this week? Get the highlights and the latest economic news.

07/10/2026

For many people, saving for retirement is a given. But strategically planning for it is a different story.

This starts with imagining what your retirement might look like.

🏡 Will you stay in your current home or downsize?

✈️ Will travel be a priority?

🎯 What hobbies, activities or experiences matter most to you?

Your future lifestyle will have a significant impact on your future spending needs.

The goal isn't to predict every expense perfectly. It's to develop a realistic vision of the retirement you want and begin planning accordingly.

Want help fine-tuning your retirement wealth strategy? Please get in touch and let’s review your plan together.

07/09/2026

Research shows that Canadians who work with a financial advisor tend to feel more optimistic and less stressed about money.

That’s because financial planning brings purpose to your money. It’s about more than reducing stress; it’s having the freedom to pursue your passions, and the security to handle life’s uncertainties.

At Edward Jones, we start by looking at your full financial picture, from day-to-day decisions to long-term goals, and building a comprehensive plan that supports what matters most to you.

So how do you get there? Getting started may be easier than you think. Contact me to take the first step.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

07/06/2026

Dreaming of a home in the U.S. for winter escapes? You’re not alone.

But when planning a property purchase south of the border, it’s critical to understand the potential tax implications:

• U.S. estate tax may apply over $60K USD
• Foreign property over $100K CAD? Reporting may be required in Canada
• Rental income may face a 30% withholding tax (or require U.S. filings)
• Selling? Up to 15% may be withheld on the proceeds
• Too much time in the U.S. could make you a tax resident

You can enjoy your winters in the sun, but knowing your tax obligations upfront can help you avoid costly surprises.

Before signing a purchase agreement, speak with a cross-border tax professional to understand how it fits into your overall financial plan.

Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

07/04/2026

The U.S. and Canadian economies have faced their share of challenges this year, including geopolitical uncertainty and a sharp rise in oil prices.

How did the markets perform this week? Get the highlights and the latest economic news.

07/02/2026

💍 Congratulations! You’ve booked the venue, chosen the dress, and picked the flowers.

But have you talked about your financial goals yet?

With engagement parties, fittings, and seating charts, it’s easy for financial conversations to fall to the bottom of the list. And that’s completely understandable, wedding planning is exciting.

Still, money is one of those topics that can quietly shape a relationship over time. Starting the conversation early can help you build clarity, confidence, and a strong foundation together.

Because planning for your future is just as important as planning for the big day.

👉 I can help guide these conversations and support you as you start this next chapter — together.

It's important to discuss your finances and long-term goals with your significant other.

07/01/2026

Edward Jones intentionally chose to establish a Canadian headquarters in Mississauga in 1994. On behalf of our thousands of associates, happy Canada Day!

From coast to coast to coast, we're united by shared values, incredible landscapes, and a spirit of community that makes this country home.

Here's to the dreams we're chasing, the families we're supporting, and the legacies we're creating for generations to come.

06/29/2026

Getting married or becoming common law isn’t just a personal milestone, it’s a financial one, too.

A few important money to-dos that couples often overlook:

✅ Review beneficiaries and update important documents
✅ Decide how you’ll organize accounts and manage day to day money
✅ Talk through short-term priorities and longer-term goals
✅ Understand how marriage or common law status may affect taxes and benefits

You don’t need to have every answer right away. What matters is starting the conversation and having a plan that can evolve as your life changes.

As your Edward Jones financial advisor, I can help you work through these next steps and build a plan that reflects both partners.

06/27/2026

Recent weakness among technology stocks has grabbed attention, but the broader market remains more resilient, with leadership rotating beyond this sector.

How did the markets perform this week? Get the highlights and the latest economic news.