Jordan Fraser - Edward Jones

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.

05/29/2026

Confused about your retirement options? You're not alone.

According to a recent survey conducted by Edward Jones Canada, 70% of Canadians feel uncertain about their retirement planning, and if you're transitioning from federal service, you might have even more questions about your pension, RRSPs, and what comes next.

Here's how I can support you through this transition:

• Answer your questions in plain language
• Help you understand all your options
• Build a plan that makes sense for YOUR life
• Support you through every stage of retirement

No pressure. No jargon. Just guidance you can trust and a conversation where your questions come first.

Let's start with a conversation. What questions do you have about your retirement?

📧 Drop me a message, I'm here to help you understand your choices.

Edward Jones Canada survey finds RRSP contribution intentions remain steady, despite feelings of confusion and uncertainty

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)

05/27/2026

Inheriting money often brings a mix of emotions, gratitude, grief, and sometimes pressure to make the “right” decisions.

If you’re unsure where to begin, taking time to reflect on your priorities can help you move forward with confidence. I can walk you through strategies that support both your immediate needs and long‑term goals.

Reach out to book a meeting.

Have you thought about what you'd do if you received a lump sum inheritance?

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.

05/22/2026

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.

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

If you're in transition from federal service, you're likely facing complex decisions about your public service pension, RRSP options, and retirement income planning.

My educational approach means:

🎯 We start with YOUR questions
🎯 I explain options without sales pressure
🎯 You gain clarity before making any decisions
🎯 We build a plan together, at your pace

Whether you're exploring early retirement opportunities or navigating workforce restructuring, you can expect guidance focused on helping you understand your options.

Common questions I can help you with answering:

• "Should I commute my pension or stay in the plan?"
• "How do I minimize taxes on my pension rollover?"
• "What's the difference between a LIRA and LIF?"

Start the conversation today and get the clarity you need to make informed decisions.

Edward Jones Canada survey finds RRSP contribution intentions remain steady, despite feelings of confusion and uncertainty

05/18/2026

Edward Jones proudly established a Canadian headquarters in Mississauga in 1994. On behalf of our thousands of associates, happy 181st Victoria Day!

Whether you're firing up the grill, opening the cottage, or simply enjoying a well-deserved break, here's to celebrating community, connection, and the season ahead.

Wishing you a safe and wonderful long weekend!