Financial Advisor - Edward Jones: Cory Sheehan

10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

10/30/2026

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, strategy, and goal-setting—no tricks, just treats! Have a safe and happy Halloween.

10/29/2026

A comprehensive financial plan is about more than investing. It considers the many factors that work together to support the life you want to build.

🔹 Financial management: saving, borrowing and managing debt.
🔹 Asset management: investing with purpose to help build your wealth
🔹 Tax considerations: exploring opportunities to reduce or defer taxes
🔹 Retirement planning: preparing for financial security throughout retirement
🔹 Risk management: protecting against unexpected events
🔹 Estate planning: planning for wealth transfer and legacy
🔹 Business planning: aligning business and personal financial goals

The most effective plans don't look at these areas in isolation. They work together to support the life you want to build.

Interested in a more comprehensive approach to your financial future? Let's connect.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

10/28/2026

When it comes to your pension, the decision often comes down to one thing, do you prioritize predictable lifetime income or control and flexibility?

Staying in a defined benefit pension provides income based on the plan rules and removes the need to manage investments yourself.

Taking the commuted value gives you more control over your capital, flexibility in how withdrawals are planned within limits, and opportunities for estate planning. It also means taking responsibility for investment outcomes.

The suitable choice depends on your comfort with investment risk, your other retirement income, and what you want your plan to look like long term.

If you’re weighing these options, I’m happy to talk it through with you.

When you retire or change employers, you may face a significant financial decision: Should you stay in your pension plan, or transfer the assets to accounts under your control?

10/26/2026

When people hear "financial planning," they often think about investing. But investing is just one piece of the puzzle.

A comprehensive financial plan may also consider cash flow, debt management, taxes, retirement planning, risk management, estate planning and business planning. And because these areas are connected, a decision in one area can often affect another.

• Debt management can shape cash flow.
• Life insurance can help manage risk and support estate planning.
• Tax strategies can influence how an investment portfolio is built.

Financial success comes from aligning all the pieces to support the life you want to build.

Let's review how your full financial picture is working together.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

10/22/2026

Every investment approach comes with trade-offs.

Passive investing typically offers lower costs and greater tax efficiency by closely tracking the market's performance. But with that comes a trade-off: because passive investments typically rise and fall with the market, so do your returns.

This means lower costs doesn't always mean better outcomes.

Is passive investing right for you? The answer depends on your overall financial picture, including your time horizon, risk tolerance, and the vision you have for your future.

I'd love to help you weigh the options. Give me a call and let's book some time to review your portfolio.

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

10/21/2026

When most people think about investing, stocks often come to mind. But fixed-income investments can play an equally important role in a well-diversified portfolio.

Investments like bonds and GICs provide interest payments at regular intervals, creating a more predictable source of income. They're issued by corporations, municipalities, and governments, and can help balance the growth-focused side of your portfolio with greater stability.

The right mix of investments always depends on your goals, time horizon, and comfort with risk. But alongside equities, fixed income often plays an important supporting role.

What role should GICs, bonds or other fixed income investments play in your portfolio? Please book an appointment and we can explore potential strategies.

10/20/2026

Are you ready for what comes next? Estate planning is about a whole lot more than numbers—it’s also about getting your loved ones on the same page for their financial future. A family meeting can open the door to that conversation, and we’re here to help. Reach out today.

Edward Jones, its employees and Edward Jones financial advisors are not estate planners and cannot provide tax or legal advice.

Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

10/18/2026

Ottawa's proposed national sovereign wealth fund, the Canada Strong Fund, is generating a lot of headlines. Before drawing any conclusions, it's worth pausing on what we actually know, and what we don't.

The details that matter most to investors are still undefined. Governance structures, safeguards against political influence, liquidity terms, lockup periods and realistic risk and return expectations have not been established. The fund's focus on areas where private capital hasn't stepped in suggests these investments may carry meaningful risk. And unlike Norway's sovereign wealth fund, which invests globally and excludes direct retail participation, the Canada Strong Fund would invest domestically and include a retail investor component. That's a significant distinction.

A strong financial plan doesn't react to headlines. It's built on quality investments, diversification and a long-term perspective grounded in your goals, your timeline and your comfort with risk. Those principles don't change because of a political announcement.

If you'd like to talk through what this means for your plan, reach out and let's talk.

Learn about what Canada's proposed Sovereign Wealth Fund means for your financial plan.