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After a strong rally earlier this year, we are seeing a pullback in U.S. AI-related areas, like semiconductors, while cy...
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.

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

Financially fulfilled Canadians don't just feel different about money. They plan differently, prioritize differently, an...
07/08/2026

Financially fulfilled Canadians don't just feel different about money. They plan differently, prioritize differently, and they're far more likely to have someone in their corner.

New 2026 research from Edward Jones and Gallup found that 74% of financially fulfilled Canadians sought financial guidance from a professional financial advisor in the past year, compared to just 26% of those who are financially stressed.

Fulfilled Canadians are more likely to have:

• Emergency savings
• A retirement plan
• Funds set aside for major expenses

For those who are financially stressed, the focus is foundational:

• Reducing debt
• Building income
• Creating stability

The difference between stressed and fulfilled often comes down to having a clear plan and the right guidance to follow through on it. If you're ready to move from managing money to making it work toward what matters most to you, let's talk. Book a call with me today.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

Read our research on how values and emotions shape our relationship with money.www.edwardjones.ca/ca-en

Retirement may mean the end of your working years, but it doesn't mean the end of your income.📋 Most Canadians rely on m...
07/06/2026

Retirement may mean the end of your working years, but it doesn't mean the end of your income.

📋 Most Canadians rely on multiple income sources in retirement, including CPP/QPP, OAS, workplace pensions, RRSPs, TFSAs and personal investments.

As an advisor, I help clients identify their retirement income sources, estimate how much each may provide, and determine whether they're on track to meet their goals.

Wondering what your retirement paycheque could look like? Let’s review your full financial picture together.

Learn five questions to ask yourself to find out if you're on track for retirement.

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

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

Edward Jones intentionally chose to establish a Canadian headquarters in Mississauga in 1994. On behalf of our thousands...
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.

It's National Insurance Awareness Day, and if you've been putting off that insurance conversation, today's your gentle r...
06/29/2026

It's National Insurance Awareness Day, and if you've been putting off that insurance conversation, today's your gentle reminder.

When was the last time you reviewed your coverage?

Learn more with our life insurance guide.

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.ca/ca-en

Address

G-75 Colonnade Road North
Ottawa, ON
K2E0A8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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