Edward Jones Financial Advisor CFP CIM CEPA CEA DFSA FCSI: Hwan Young Kim

09/03/2026

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.

09/02/2026

Much of the time, investing involves an element of uncertainty. That’s why sometimes, it helps to know exactly what you can expect.

Guaranteed Investment Certificates (GICs) offer a fixed interest rate for a set term, so you'll know your return from the start. Eligible GICs are also insured by the Canada Deposit Insurance Corporation (CDIC) for up to $100,000 per insured category, making them a straightforward, lower-risk investment option.

Whether you're saving toward a specific goal, preserving capital, or adding stability to your portfolio, GICs can boost your confidence in uncertain markets.

Interested in building some stability into your portfolio?

Please book an appointment and we can discuss GICs and other fixed-income options.

These investments are important in any portfolio mix because they offer a steady income stream.

09/01/2026

A well-designed portfolio is more than a collection of investments. It's built around a clearly defined portfolio objective that guides how your investments are managed over time.

That objective is shaped by two important factors: where you are in life and how much investment risk you're comfortable taking.

For someone in the early stages of investing with a higher tolerance for risk, a growth-focused objective might be appropriate. For someone closer to retirement, a focus on income or preserving wealth may be a higher priority.

The result is an investment strategy designed to support the future you’re building, while considering your unique financial situation and your comfort with risk.

Is your portfolio working toward the right objective? Let's review your investment strategy and ensure it’s aligned to your long-term goals.

08/29/2026

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

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.

08/27/2026

The 3rd Annual Edward Jones Golf Tournament in support of the Terry Fox Foundation is just weeks away. With events running simultaneously at Lionhead Golf Course in Brampton, ON and The Wilds in Holyrood, NL, this is the biggest year yet.

Every dollar raised goes directly to advancing cancer research through the Terry Fox Foundation.

Proud to be part of an organization that rallies together in support of a cause that impacts so many families.

08/26/2026

Proud to support the Okanagan Wine Festivals Society as Presenting Sponsor for the 2026 season. Through experiences that celebrate local wineries, culinary excellence, and community connection, we're helping bring people together and showcase the best of the Okanagan. Looking forward to another great festival season.

08/20/2026

Many investors think that successful stock investing is about picking the next big winner.

In reality, it's often about building a diversified portfolio that reflects your goals, time horizon, and comfort with risk—and sticking with your plan through changing market conditions.

Strategies like diversification, dollar-cost averaging, and periodic rebalancing can help take emotion out of investing and keep you focused on the long term.

Ready to put a plan in place? Let's connect and build an investment strategy that's right for you.