Edward Jones Canada

This past weekend, our Senior Strategist, Client Needs Julie Petrera spoke at the Toronto MoneyShow, where she shared tips on helping Canadians determine if now is a good time to invest. Julie discussed paying down debt vs. investing and paying yourself first with automatic investing as ways to help you decide if now is a good time to invest for you. To determine what options are available for your personal financial situation, contact your Edward Jones advisor and to stay current on economic trends, visit: https://ow.ly/4zS550TpyPC.

When preparing for a road trip, you might complete some tasks ahead of time to help ensure everything goes smoothly. You should do the same with your financial journey. For example, enlist an advisor to guide you, create a budget, manage your debt, review employer benefits, and consider planning for your estate. Learn more here. https://ow.ly/JkhJ50TCASM

The Bank of Canada and the Federal Reserve have both embarked on a rate cutting cycle. To learn about what this means for the economy, the markets and you, view our latest Market Compass video. https://ow.ly/LSJS50TMa2U

Clients are demanding comprehensive financial advice, not pushed products. Here’s how our advisors are harnessing this opportunity. #wedomoneydifferently #financialadvice

Each province or territory has its own probate rules, but fees are generally charged on the market value of an estate’s assets minus any secured liabilities against property. Probate fees could be a small flat fee or considerable, and they reduce the value of an estate. Learn more about probate fees here. https://ow.ly/yEfQ50TCAEA Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.

We hope you enjoy the thanksgiving long weekend. Thanksgiving is a special time of year to celebrate simply being thankful. We hope you get to visit friends, family and take stock and give thanks for all the good things going on in your life. This is also the last long weekend before “old man winter” arrives! Happy Thanksgiving.

Looking to buy your first home? The First Home Savings Account (FHSA) is designed to help Canadians save for their first home while offering some tax benefits. Watch this video to learn how the FHSA can make homeownership more achievable, and how to leverage it as part of your financial plan. Learn more here. https://ow.ly/1IBc50TCAnZ

Once again, Edward Jones was proud to sponsor Catalyst Honours, where our very own Moira Klein-Swormink spoke on critical topics such as women's experiences and considerations around family, career, aging and caregiving. Moira is a strong advocate for women at Edward Jones, using her voice to drive positive change. She was honoured to share the stage with other inspiring speakers who are shining a light on the important issues impacting women in the workplace. At Edward Jones, we're committed to fostering an inclusive environment where women can thrive. Women constitute 25% of our financial advisors and we are committed to further increasing the representation of women in our FA population which is higher than the industry average of 18%. Our goal is to reach 27% by the end of the year, highlighting our ongoing efforts to create opportunities and build a supportive community for women at Edward Jones. Visit our careers site and hear from women financial advisors about why they choose Edward Jones to build their careers. https://ow.ly/QQKX50TGJI5

We recommend three milestones to work toward to help you gain financial stability. These are building your foundation, attaining actual stability, and achieving your optimal state. All involve accumulating emergency savings, investing for retirement and reducing debt. Learn more about the three milestones here. https://ow.ly/BMej50TCAm3

If your portfolio is positioned for long-term growth, it likely has a larger equity allocation than one positioned for income. Remember, equities are often impacted by market volatility, but portfolios built for the long-term have more time to recover by staying invested. Your Edward Jones advisor is available to review your portfolio with you. https://ow.ly/CIKE50TCvXk