Edward Jones-Financial Advisor: Raj Bale

Edward Jones-Financial Advisor: Raj Bale RRSP, TFSA, RESP, RDSP, Life/Disability/Critical Illness Insurance, Stocks, Mutual Funds, ETF's Member CIPF.

Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 15,000 advisors across the United States and through the firm’s affiliate in Canada*, our firm has been built on the belief that the only way to do business is

on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/yourFirstName-yourLastName for more information. * Edward Jones is a limited partnership in Ontario, Canada, and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership (“Jones US”). Jones US and its parent do not guarantee the obligations or liabilities of Edward Jones.

Even though this year has not been easy, it may have been one of new opportunities, growth, and personal development. An...
12/27/2020

Even though this year has not been easy, it may have been one of new opportunities, growth, and personal development. And as we approach the New Year, I’d like to encourage you to take some time to reflect on your goals and priorities, and how they may have changed. I can help.

The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.

Now is a great time to get in touch to discuss any major lifestyle changes from this past year. It’s a good time to refl...
12/25/2020

Now is a great time to get in touch to discuss any major lifestyle changes from this past year. It’s a good time to reflect on the year that’s passed, while also thinking about plans for the future.

The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.

Creating a budget, and then sticking to it, is a great way to see where you are spending your money. Let me know how I c...
12/24/2020

Creating a budget, and then sticking to it, is a great way to see where you are spending your money. Let me know how I can help you keep track of your spending.

The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.

Take time to reflect on the year that just passed and think about all that we have to be grateful for. I'd like to wish ...
12/23/2020

Take time to reflect on the year that just passed and think about all that we have to be grateful for. I'd like to wish you a safe, healthy and happy holiday season.

Happy Holidays from Edward Jones

It’s never too late to check in on your insurance. I can help you decide which type of insurance is right for you.
12/23/2020

It’s never too late to check in on your insurance. I can help you decide which type of insurance is right for you.

The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.

Your tax professional and I can help you come up with strategies when it comes to your RRIF withdrawals. If you were sub...
12/22/2020

Your tax professional and I can help you come up with strategies when it comes to your RRIF withdrawals. If you were subject to minimum withdrawals – there was some relief this year since they were reduced by 25%. We can work together to help you build a tax strategy that works for you.

The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.

Weekly Market Update: Last week brought a swath of new information that is consistent with our view of increasingly chal...
12/21/2020

Weekly Market Update: Last week brought a swath of new information that is consistent with our view of increasingly challenging current conditions countered by an increasingly positive outlook for next year and beyond. Here's our updated view based on what we saw last week.

The Weekly Market Update is published every Friday.

Maximize Your RRSP Contributions: If your employer offers a match for your RRSPs, try to contribute enough to take advan...
12/21/2020

Maximize Your RRSP Contributions: If your employer offers a match for your RRSPs, try to contribute enough to take advantage of the full match.

The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.

If you haven't maximized your RESP contributions in previous years did you know that you might be able to make catch-up ...
12/20/2020

If you haven't maximized your RESP contributions in previous years did you know that you might be able to make catch-up contributions? I can help you make sure you are making the most of your education savings.

The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.

Wills and estates are an important part in any family financial strategy. I will work together with your estate profess...
12/19/2020

Wills and estates are an important part in any family financial strategy. I will work together with your estate professional to create a solution that fits your family and lifestyle.

The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.

Are you one of the eight million Canadians who are reconsidering their retirement plans because of COVID? It’s important...
12/18/2020

Are you one of the eight million Canadians who are reconsidering their retirement plans because of COVID? It’s important to keep in mind that changing your plans could change your overall strategy. I’m available to work with you to help flush out the details.

According to a study by Edward Jones and Age Wave, Canadian retirees are revising their retirement plans.

Address

442 Grey Street Unit L
Brantford, ON
N3S7N3

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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