Tag: Edward Jones Stittsville
Is your portfolio “healthy”?
Do what it takes to keep yourself physically healthy – but also take steps to ensure your investment portfolio is in good shape. It’s important to your future.
Smart money moves for summer – Is your portfolio “healthy”?
Summer is meant to be enjoyed, but enjoying it doesn’t require abandoning financial responsibility. With some thoughtful planning, you can make wonderful summer memories…
Why trust matters in wealth management
When it comes to managing your wealth, the relationship you have with your financial advisor matters just as much as the investments themselves…
Edward Jones named #1 wealth management firm in Canada
The independent ranking comes from the 2026 J.D. Power Canada Investor Satisfaction Study, which evaluated 16 advice-based wealth management firms…
After the RRSP deadline: What’s next?
The RRSP deadline may have passed, but your financial planning opportunities haven’t. Use this time to address these other important areas and keep your overall financial plan on track.
What is Sustainable Investing?
(This article was provided by Darryl Metzger, Financial Advisor at Edward Jones, Stittsville. Get in touch with Darryl to learn more of how he can help with your financial planning…
Your Edward Jones financial year-end checklist
The end of the year can be busy – but an ideal time to review your financial situation, the alignment between your portfolio and your goals and opportunities to adjust or capitalize on market fluctuations.
Three strategies to help you pay down debt
Living with debt can be stressful, especially during high-inflationary periods where it can be more difficult to find extra money to put toward debt repayment.
How much will market volatility affect you?
(This article was provided by Darryl Metzger, Financial Advisor at Edward Jones, Stittsville. Get in touch with Darryl to learn more of how he can help with your financial planning…
How are your investments taxed?
It’s officially tax season! With so many documents such as T4s, T4RIFs and various T5008s, it can be overwhelming to understand what each form means…
Your year-end financial checklist
As 2024 comes to a close, consider reviewing your current financial situation with the help of your Edward Jones advisor and our 2024 year-end checklist…
Is an RRSP always the best choice for retirement?
While there’s no doubt RRSPs remain an excellent way to save for retirement, they’re not the only tool in the box – other types of accounts can possibly be more effective.
Should you pay down debt or invest?
To determine whether it would be better for you to pay down debt or invest in the market, you need to look at your situation holistically…
First Home Savings Account considerations for 2024
With the launch of the First Home Savings Account (FHSA) in 2023, many Canadians opened accounts to start saving for their first home…
5 smart strategies for your tax refund
While getting a refund often feels good, it means you’ve overpaid and essentially given the government an interest-free loan all year. This typically isn’t an optimal strategy…