Jordan Fraser - Edward Jones

09/02/2026

Facing an unexpected job transition? You don't have to navigate it alone.

The financial adjustments following a layoff can feel overwhelming. Important steps to consider:

• File for Employment Insurance quickly; the process takes time
• Review your severance and benefits coverage timeline
• Understand your retirement account options (Group RRSP, DPSP, pension plans)
• Adjust your budget while exploring other income sources

There's no one-size-fits-all approach to managing life's transitions. Whether you're evaluating insurance options, deciding what to do with retirement savings, or prioritizing your next steps, having a trusted advisor who understands your complete financial picture makes all the difference.

Reach out and let's discuss your options.

Here are some financial steps to keep you on track as you carve a new path ahead in your career.

08/29/2026

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.

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

08/28/2026

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

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/28/2026

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?

08/27/2026

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.

08/26/2026

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.

08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

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

08/21/2026

All day, every day, I have the privilege of helping clients work toward their goals.
When they retire, we celebrate.
When they welcome a new baby, buy a new home, earn a promotion, or reach an important milestone, we celebrate.

I've always found it much easier to celebrate the successes of others than my own. More often than not, I move quickly to the next goal, the next challenge, and the next opportunity to serve.
Today, however, our office reached a significant milestone, one that once felt very far away.

What stands out to me most is that this achievement isn't really about me. It is the result of the trust our clients place in us every day. We have the opportunity to be part of some of life's biggest moments, and that responsibility is something I never take for granted.

We genuinely care about our clients' goals, their families, their successes, and their futures. We work hard to ensure they are making informed decisions, managing costs effectively, and building portfolios and plans that support the life they want to live.

This milestone is meaningful because it serves as validation that our approach is working. It confirms that putting clients first, building long-term relationships, and focusing on what matters most to them is the right path. We will continue doing those things while constantly looking for new ways to raise the bar and deliver even greater value.

Most importantly, thank you to our clients for your trust, confidence, and partnership. Any success we achieve is a direct reflection of the relationships we have built together.
And a special thank you to my Office Administrator, Laura Dreher and the broader team at Edward Jones. This is truly a team effort, and none of it would be possible without your dedication, care, and commitment to our clients. Anyone who has worked with us knows just how invaluable you are.

So before we move onto the next goal (and there always is one). I'm going to spend this weekend appreciating this one.