Edward Jones - Financial Advisor: Jeff Herman

Edward Jones - Financial Advisor: Jeff Herman Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: Jeff Herman, Financial service, Unit #71/555 Hawkwood Boulevard NW, Calgary, AB.

The Fed held the fed funds target range unchanged at 3.5%-3.75%, as expected, although three policymakers dissented in f...
08/01/2026

The Fed held the fed funds target range unchanged at 3.5%-3.75%, as expected, although three policymakers dissented in favour of a quarter-point hike.

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

Education costs continue to rise, which makes having a dedicated strategy more important than ever. Registered Education...
07/30/2026

Education costs continue to rise, which makes having a dedicated strategy more important than ever.

Registered Education Savings Plan (RESP) can help you save toward education costs by combining tax‑deferred growth with valuable government incentives. Contributions come out tax‑free, and investment earnings are typically taxed at the student’s rate when withdrawn.

With grants like the Canada Education Savings Grant (CESG) adding to your savings, an RESP can be a valuable component of your plan.

Reach out to book a meeting, I can help you structure an RESP strategy that supports your long‑term goals.

A tax-deferred savings account designed to help you save for qualified post-secondary education.

Life never stands still, careers shift, families grow and priorities evolve. Yet many people only revisit their finances...
07/28/2026

Life never stands still, careers shift, families grow and priorities evolve. Yet many people only revisit their finances when they have to.

Getting your financial house in order can bring clarity, confidence and a sense of control. When you understand what you spend, owe and save, it becomes easier to make decisions that move you forward.

You don’t need perfection, just a place to start.

Reach out to book a meeting, and let’s get your financial house in order together.

A good checklist for organizing your finances.

A strong financial plan isn’t built on a single decision — it’s shaped by many moving parts working together. When we lo...
07/27/2026

A strong financial plan isn’t built on a single decision — it’s shaped by many moving parts working together. When we look at how you save, spend, invest, protect and plan for the future, we can design a strategy that supports both your life today and where you want to go next.

If you'd like help bringing the pieces together into a clear and connected plan, I’m here to guide you.

Reach out to book a meeting and let’s build it together.

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

Renewed U.S.–Iran tensions are pushing oil back toward $100, reintroducing inflation risk and reopening the debate over ...
07/25/2026

Renewed U.S.–Iran tensions are pushing oil back toward $100, reintroducing inflation risk and reopening the debate over whether the Fed and other central banks may need to respond.

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

Market headlines can be overwhelming. One day it's good news, the next day it's concerning. When you're trying to make s...
07/23/2026

Market headlines can be overwhelming. One day it's good news, the next day it's concerning. When you're trying to make sound financial decisions, all that noise can make it hard to know what's right for you.

This is where personalized guidance can make a difference. Your goals, your timeline, and your comfort level with risk are unique to you. A strategy built around your specific situation helps you tune out the daily market chatter and stay focused on what you're working toward.

Working together, we can create a plan that reflects your priorities and helps give you confidence, no matter what's happening in the markets.

Let's build a strategy that's designed for you.

When considering where to invest your hard-earned money, it's natural to wonder: should I wait for conditions to settle before investing?

The way most people think they spend money and the way they actually spend it can be surprisingly different. You might a...
07/21/2026

The way most people think they spend money and the way they actually spend it can be surprisingly different. You might assume you're only spending a certain amount on dining out or subscriptions, but when you track it, the reality often looks quite different.

That's why the first step in creating a balanced family budget is simply knowing where your money goes each month. Not judging it. Not changing it yet. Just understanding it. Track your income, your essential expenses, your debt payments, and yes, the money you spend on things that make life enjoyable.

Having a clear picture of your spending habits can help you gain more control. And having more control can help reduce financial stress and can help you make better decisions about what matters most to your family.

If you'd like help getting a clear view of your financial situation and creating a plan that works for your family, reach out. We can walk through it together.

These considerations can help you get a handle on how you spend money each month.

One of the most helpful exercises families can do when budgeting is distinguishing between needs and wants. Your mortgag...
07/20/2026

One of the most helpful exercises families can do when budgeting is distinguishing between needs and wants. Your mortgage or rent, groceries, utilities, and transportation costs are essential. They keep your household running.

But wants aren't bad. Dining out, travel, and gifts for family and friends add meaning to life. The key is setting boundaries around them so they don't pull you off course from what's most important to you.

When you prioritize together as a family, you build healthier financial habits. Small adjustments in your discretionary spending can create meaningful savings over time without feeling like deprivation.

If you're looking to align your family's spending with your values and goals, let's talk. We can help you create a budget that reflects what matters most.

These considerations can help you get a handle on how you spend money each month.

After a strong rally earlier this year, we are seeing a pullback in U.S. AI-related areas, like semiconductors, while cy...
07/18/2026

After a strong rally earlier this year, we are seeing a pullback in U.S. AI-related areas, like semiconductors, while cyclical and defensive sectors are leading more recently.

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

Moving retirement funds across borders is more than a simple money transfer; it requires knowledge of tax treaties, pote...
07/16/2026

Moving retirement funds across borders is more than a simple money transfer; it requires knowledge of tax treaties, potential penalties, and timing.

A personalized plan can help you avoid penalties and keep more of what you’ve earned.

Let’s connect to talk through considerations and next steps.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.

Address

Unit #71/555 Hawkwood Boulevard NW
Calgary, AB
T3G3K2

Opening Hours

Monday 7am - 4:30pm
Tuesday 7am - 4:30pm
Wednesday 7am - 4:30pm
Thursday 7am - 4:30pm
Friday 8:30am - 3pm

Telephone

+14032398632

Website

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