Edward Jones - Financial Advisor: Sadeki Simpson

07/18/2026

After a strong rally earlier this year, we are seeing a pullback in U.S. AI-related areas, like semiconductors, while cyclical and defensive sectors are leading more recently.

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

07/16/2026

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.

07/11/2026

🏡 In Canada, the principal residence exemption generally allows homeowners to sell their principal residence without paying tax on the increase in its value. It can also play an important role in estate planning.

For married or common-law couples, a principal residence can generally transfer to a surviving spouse without immediate tax consequences.

For single individuals, the exemption may still apply at death, but proper reporting is typically required as part of the estate settlement process.

If beneficiaries inherit the property, any future increase in value may become taxable unless the home becomes their principal residence.

Using the principal residence exemption strategically in your estate plan can help protect more of your wealth for future generations.

Questions about how these rules may apply to your estate plan? Let's connect.

Edward Jones, its employees and Edward Jones advisors cannot provide tax or legal advice. Consult qualified tax and legal professionals regarding your specific situation.

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

Life insurance is often associated with protection, but it can also play an important role in estate planning.

From business succession and estate equalization to supporting beneficiaries and creating a multigenerational legacy, different strategies can help address different family goals.

If you're considering how to preserve and transfer wealth efficiently, let's talk. I can help you explore the options and how they may fit within your broader financial plan.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

In Quebec, insurance is placed through Edward Jones Insurance Agency (Québec) Inc. In all other provinces/territories, insurance is placed through Edward Jones Insurance Agency.

Life insurance can play a powerful role your estate planning, helping you to secure your family’s financial future.

07/09/2026

The most effective estate plans don’t just focus on documents, assets, or who gets what. They also consider the people entrusted with important responsibilities.

Family financial and estate planning meetings can help ensure that key individuals understand their responsibilities before they're called upon to act.

For example:
● Does your executor know they've been chosen?
● Does your power of attorney understand your wishes?
● Do the people you've selected know where important information can be found?

That's often just as important as having the documents themselves in place.
If you're considering a family estate planning meeting, I can help you develop an approach that aligns with your needs. Let’s connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

07/08/2026

When dividing an estate, many people assume that equal means fair. But the reality is often more complex.

One child may be involved in the family business. Another may have taken on caregiving responsibilities. The challenge isn't always the decision itself but helping loved ones understand the reasoning behind it.

Family meetings can create transparency, encourage thoughtful discussion and reduce potential for misunderstandings down the road.

As a financial advisor, I often help clients prepare for these important conversations. If you'd like support or guidance, let's connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

07/07/2026

For many business owners, the business represents much more than an asset. It's part of their family's legacy.

One of the biggest estate planning challenges is determining how to transfer a business to a family member while preserving its value and minimizing tax implications.

In some situations, life insurance can play a role in a corporate estate transfer strategy, helping create liquidity and support a more tax-efficient transfer of wealth.

As an advisor, I help my clients plan what comes next–for their business and their family’s next generation. If you're thinking about the future of your business, let's connect and explore your options.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

Life insurance can play a powerful role your estate planning, helping you to secure your family’s financial future.

07/06/2026

The most effective estate plans don’t just focus on documents, assets, or who gets what. They also consider the people entrusted with important responsibilities.

Family financial and estate planning meetings can help ensure that key individuals understand their responsibilities before they're called upon to act.

For example:
● Does your executor know they've been chosen?
● Does your power of attorney understand your wishes?
● Do the people you've selected know where important information can be found?

That's often just as important as having the documents themselves in place.

If you're considering a family estate planning meeting, I can help you develop an approach that aligns with your needs. Let’s connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

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.