Edward Jones - Financial Advisor: Gail Jordan

06/06/2026

Last week's blowout U.S. payroll report underlined the improvement in the U.S. labour market this year, with hiring accelerating and broadening across sectors, signaling a more durable foundation for growth. Canadian employment data were also surprisingly strong, reversing some of the weakness in hiring this year.

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

06/03/2026

We had the pleasure of welcoming a new client today—introduced to us by one of our cherished long-time clients.

Referrals like this mean a great deal to us. They reflect the trust we’ve worked hard to build through meaningful relationships and thoughtful planning.

To support these introductions, we offer a Personal Review Service for friends and family of our clients. It’s a simple, no-pressure way for someone to get clarity on their financial situation.

When we connect, one of three things usually happens:
• They gain confidence that they’re on track
• They’re pointed in the right direction (even if that’s not with us)
• Or we determine we’re the right team to help—and they may choose to move forward

We do our best work with people who are engaged, serious about their financial future, and who value having a clear plan to get there.

If you know someone who could benefit from a conversation, I’d be happy to connect. Give us a call 905-335-5914 and Theresa or Jennifer will get the process started.

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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

05/28/2026

Financial planning is often reduced to pieces that miss the bigger picture.

It’s not a product to buy, a one-time document to file away, or simply choosing investments.

True financial planning is about shaping the life you want to live—and aligning your money to support that vision.

The process starts with your goals, priorities, and values—not the markets.

From there, financial planning brings together multiple pieces, including:
• Cash flow and budgeting
• Savings strategies
• Investment planning
• Risk management and insurance
• Tax efficiency
• Retirement planning
• Estate and legacy considerations

When these elements are aligned, money becomes a tool—not a source of stress, but a way to create clarity, confidence, and choice.

Everyone’s vision of a meaningful life is different. Thoughtful financial planning helps you build a path that reflects yours. If you’ve been thinking about where you’re headed—or wondering if your financial life truly supports what matters most—I’d be happy to have a conversation.

Please give me a call 905-335-5914 or send me a message through our website:https://bit.ly/4wURSod

I'd love to start that conversation with you.

Gail Jordan is an Edward Jones Financial Advisor serving Burlington, ON. Get the personal financial advice you need to achieve your goals.

05/28/2026

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.

Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.

So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.

If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)

05/23/2026

Stocks continue to climb despite rising rates.

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

05/21/2026

A balanced family budget isn't about deprivation or cutting everything you enjoy. It's about creating a realistic plan that supports your goals and fits your life.

Start with clear, achievable goals. Build in flexibility for unexpected expenses, because life rarely goes exactly as planned. Review your budget regularly and adjust as your circumstances change. The families who succeed with budgeting are the ones who stay consistent, not perfect.

And remember, you don't have to figure this out alone. Working with an advisor means having someone who can help you review your current situation, refine your goals, and create a strategy that can help keep you on track.

If you're ready to create a budget that works for your family's goals, reach out. I'm here to help.

05/20/2026

Recent market volatility has been unsettling, but this moment can offer strategic opportunities.

Here are three opportunities to consider:

• Earn more income from bonds: Take advantage of today’s higher interest rates to potentially generate more income from fixed income investments.
• Use losses to reduce taxes: Apply investment losses to offset gains you’ve already realized, which can help lower your tax bill.
• Invest at better prices: Add to your long-term investment mix when markets offer more attractive entry points.

I work with clients to ensure their plans stay aligned with their long-term goals, emphasizing quality investments, diversification, and maintaining a long-term perspective.

Let's review your portfolio together and keep your financial strategy on track.