Tag: edward jones
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…
How do politics affect the financial markets?
Like many Canadians, you may wonder how politics affect financial markets. You may also wonder whether you should change your strategy based on political events.
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…
Are annuities a wise investment choice for retirement?
Annuities can provide a guaranteed income for life, making them an attractive option to create a stable retirement income and enhance your long-term financial security.
Your 2023 financial checklist and sound advice to purchase your first home
As the calendar page turns toward the year’s end, it is time to take stock and do an annual check on your financial strategy for 2024 and opportunities for new home buyers in Canada to get some much-needed help.
Six ways to protect yourself against cyber threats
To mitigate cyber risk, building awareness, following a process, and monitoring your accounts can help ensure your private information remains just that.
What are the pros and cons of joint ownership with adult children?
Make your estate plan more efficient – hold investment accounts and real estate jointly with adult children, but there are also risks associated with joint ownership…
Asked to be an executor? Here’s what one executor wishes he’d known ahead of time
The executor must follow the wishes expressed in that person’s will and all applicable laws. An executor may be a family member, a friend, a trust company or a professional.
Financial Focus with Daryl: Is it time to incorporate your business?
With three full-time employees and clients seeking him out rather than the other way around, he’s started to wonder whether he should incorporate.
Focus on what you can control: Five steps to deal with rising costs
If you’re on a fixed income, or haven’t been able to increase your income, you’re probably noticing that the value of a dollar isn’t what it used to be.
Financial Focus with Darryl: what are GICs? The advantages and disadvantages explained
(This sponsored 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…
Three tips to avoid blowing your travel budget
According to Statistics Canada, international travel by Canadians was down nearly 37% in the first three quarters of 2021 compared to the same period before the COVID-19 pandemic. But with…
What does an unplanned career transition mean for you?
It is not an easy task to be faced with an unplanned career transition, such as a facility closure or the financial downturn many businesses are experiencing as the pandemic evolves.
Filing your taxes: DIY or hire a professional?
Considering whether to complete your taxes yourself or hire a tax professional? Here are some pros and cons of each…
Financial focus with Darryl: Five smart options for your tax refund
You may not get much of a thrill from filing your taxes, but the process becomes much more enjoyable if you’re expecting a refund.