Edward Jones - Financial Advisor: Jake Reid

08/29/2026

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.

How did the markets perform this week? Get the highlights and the latest economic news.

08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/28/2026

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/27/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.

08/24/2026

One thing I've noticed over the years is that people rarely work hard simply to accumulate money.

They're working toward something deeper.

Time with family. Experiences. Freedom. The ability to help others. Confidence in what's ahead.

The challenge is that the busier we become building a life, the easier it is to postpone planning for it.

That's why I believe financial planning works best when it starts with people, not numbers.

What matters to you?
What are you working toward?
How do you want the next chapter to look?

Those are often the questions that matter most.

If those questions have been on your mind lately, I'd be happy to have a conversation.

08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

How did the markets perform this week? Get the highlights and the latest economic news.

08/21/2026

Business owners often wear a lot of hats.

Leader. Manager. Problem solver. Bookkeeper. Estimator. Salesperson.

After a while, it's easy for important financial decisions to live entirely in your head.

The challenge is that mental notes aren't always plans.

Written goals. Documented priorities. Coordinated conversations with trusted professionals.

Those things help turn ideas into action.

You don't need to have everything figured out.

Sometimes the first step is simply getting it out of your head and onto paper.

If you've been carrying everything yourself, a conversation can be a good place to start.

08/20/2026

You may have heard of active investing and passive investing. But what's the difference?

Active investing means that your investments are managed by professionals who research and select investments with the goal of outperforming an index. While there's no guarantee of better performance, this can offer greater potential for returns and reduced risk.

Passive investing aims to match the performance of a market index. Your investment typically rises and falls with the market and comes with lower fees.

The good news? You don't have to choose just one approach.

Many well-diversified portfolios include a mix of active and passive investments. The right balance depends on your financial goals, time horizon, and comfort with risk.

Wondering which approach makes sense for you? Let's connect and build an investment strategy that fits your goals.

Learn about the similarities and differences between these two popular investment styles.

08/19/2026

Many trades professionals and utility workers know the feeling.

A little overtime turns into a lot of overtime.
One busy season becomes several busy years.

The extra effort often has a purpose behind it—supporting family, paying down debt, building a home, or preparing for the future.

But every now and then it's worth asking:
"Is my financial plan keeping pace with the life I'm working so hard to build?"

Hard work creates opportunities.
Planning helps connect those opportunities to meaningful goals.

If you've been focused on everyone else's priorities lately, it may be time to spend a little time on your own.