Edward Jones Financial Advisor: Dana Hicks

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.

07/13/2026

Another successful Summer Regional Meeting in Niagara-on-the-Lake.

These opportunities to connect with colleagues, share best practices, and learn from one another are invaluable. The exchange of ideas, experiences, and perspectives helps us all grow and better serve our clients.

One of the things I appreciate most is being part of a firm that genuinely puts clients and colleagues first. Investing in relationships, collaboration, and continuous learning is what makes events like this so impactful.

Thank you to everyone who contributed to the conversations and shared their insights. Looking forward to putting these ideas into action and continuing to learn from such an outstanding group of professionals.

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.

07/09/2026

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.

07/04/2026

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

A comprehensive financial plan is about more than investing. It considers the many factors that work together to support the life you want to build.

🔹 Financial management: saving, borrowing and managing debt.
🔹 Asset management: investing with purpose to help build your wealth
🔹 Tax considerations: exploring opportunities to reduce or defer taxes
🔹 Retirement planning: preparing for financial security throughout retirement
🔹 Risk management: protecting against unexpected events
🔹 Estate planning: planning for wealth transfer and legacy
🔹 Business planning: aligning business and personal financial goals

The most effective plans don't look at these areas in isolation. They work together to support the life you want to build.

Interested in a more comprehensive approach to your financial future? Let's connect.

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

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.

06/30/2026

How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fundamentals and explores what they might mean for portfolios in our latest Weekly Market Wrap: https://ow.ly/efEI50ZihV2

06/29/2026

Under new regulatory requirements, Edward Jones is enhancing your annual cost report to give you a more complete, transparent view of what it costs to invest.

You will see three key enhancements:

✅ Investment fund costs, now visible — Costs built into mutual funds and ETFs (management fees, trading, and operations) will now show up in your report as both percentages and dollar amounts.

✅ Fund Expense Ratio (FER) — This combines a fund's MER and TER into one clear number, so you can see the complete annual cost of each fund you own.

✅ Total Investment Costs — Your report will now add up fund costs, transaction costs, and operating costs into one total — your full picture of investing with Edward Jones for the year.

These aren't new costs; they've always been there. What's new is the clarity.

Have questions about what you'll see on your report? I'd love to walk you through it together. Schedule an appointment with me and let's review your portfolio!

Starting in January 2027, your 2026 annual costs report will be enhanced to offer a clearer picture of what you pay to invest.

06/29/2026

New Total Cost Reporting requirements, set by the Canadian Securities Administrators (CSA) and Canadian Investment Regulatory Organization (CIRO), mean your 2026 annual cost report will include a more complete breakdown of what you pay to invest — including fund-level expenses that weren't previously visible on your statement.

This is an industry-wide change designed to improve transparency and help you make more informed decisions. And as your Financial Advisor, I want to make sure we're using this moment to confirm your investments are still aligned with your goals, timeline, and values.

Book an appointment today to review your portfolio and let's discuss what these changes mean for you.

Starting in January 2027, your 2026 annual costs report will be enhanced to offer a clearer picture of what you pay to invest.