Edward Jones Financial Advisor: Dana Hicks

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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

05/28/2026

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.

Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.

So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.

If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)

05/27/2026

Today, at the 2026 CIFP Annual National Conference, I had the privilege of joining my Edward Jones colleagues to share and discuss new research on financial fulfillment in Canada. The research suggests that financial advisors are the single most powerful catalyst for moving Canadians from financial stress toward greater financial fulfillment. I matter, you matter – we are changing lives for the better and now there's research confirming that.
• To the advisors reading this: you already have the most important ingredient — the trust of your clients.
• The opportunity is to lean into it and ask the deeper questions. Build plans that reflect values, not just valuations.
• Invest in your own credentialing and planning capabilities.
• This is where we believe advisors can provide meaningful value.
• And my Firm, Edward Jones is building the infrastructure to empower financial advisors like me to shift the conversation, reach out. I'd love to connect.

Thank you to my extraordinary co-panelists Jonathan Rivard, Scott Sullivan, and Julie Petrera and to Edward Jones for research that changes how our profession sees itself.

05/23/2026

Celebrating milestones is always better when you have an incredible team by your side!

This week, we had not one, but two reasons to celebrate. Our office achieved a level move — a reflection of the trust our clients place in us and the dedication our team brings every day.

We also celebrated a major personal achievement as our Client Service Administrator Kate, successfully passed a significant professional exam. The commitment, discipline, and hard work required to reach this milestone are truly inspiring.

Success is rarely a solo effort. It’s built through teamwork, continuous learning, and a shared commitment to serving our clients with excellence.

Congratulations to our entire team on these accomplishments. I’m proud of what we’ve achieved together and excited for what’s ahead!

05/23/2026

Stocks continue to climb despite rising rates.

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

05/21/2026

A balanced family budget isn't about deprivation or cutting everything you enjoy. It's about creating a realistic plan that supports your goals and fits your life.

Start with clear, achievable goals. Build in flexibility for unexpected expenses, because life rarely goes exactly as planned. Review your budget regularly and adjust as your circumstances change. The families who succeed with budgeting are the ones who stay consistent, not perfect.

And remember, you don't have to figure this out alone. Working with an advisor means having someone who can help you review your current situation, refine your goals, and create a strategy that can help keep you on track.

If you're ready to create a budget that works for your family's goals, reach out. I'm here to help.

05/18/2026

Edward Jones proudly established a Canadian headquarters in Mississauga in 1994. On behalf of our thousands of associates, happy 181st Victoria Day!

Whether you're firing up the grill, opening the cottage, or simply enjoying a well-deserved break, here's to celebrating community, connection, and the season ahead.

Wishing you a safe and wonderful long weekend!

05/16/2026

As we know, markets this year have been robust. In fact, despite near 10% corrections in both the S&P 500 and Canadian TSX in March, and ongoing uncertainty around the Iran war and oil prices, stocks are back near all-time highs.

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

05/15/2026

Enjoy the kickoff to summer weekend!