Edward Jones Financial Advisor: Kevin Baer

Edward Jones Financial Advisor: Kevin Baer Partnering with families to help them achieve their most important financial goals.

Check out our weekly market update for news on last week's market and guidance for the week ahead.
06/01/2026

Check out our weekly market update for news on last week's market and guidance for the week ahead.

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

How much investment risk are you comfortable with?Understanding your personal risk profile is key to building a portfoli...
06/01/2026

How much investment risk are you comfortable with?

Understanding your personal risk profile is key to building a portfolio that fits your goals and lifestyle.

If you’re curious to learn more, our new Financial Fitness module, Understanding Your Investment Risk Profile, is a great place to start.

The Financial Fitness courses are designed to boost financial literacy and give Canadians the tools to build financial knowledge. www.edwardjones.ca/ca-en

Happy Pride Month! 🌈This June, we celebrate love, authenticity, and the courage it takes to live as your true self. Prid...
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.

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets...
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.

Geopolitical news can spark many questions from clients and investors. I’m sharing our Daily Market Snapshot to help bri...
05/29/2026

Geopolitical news can spark many questions from clients and investors. I’m sharing our Daily Market Snapshot to help bring a bit of perspective.

Our Investment Strategist breaks down the news of the day and what it might mean for markets. It’s a helpful reminder that staying focused on long-term goals can help keep your financial strategy on track, especially when the headlines feel overwhelming.

Have questions about what this means for your financial strategy? Connect with me anytime.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but yo...
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

📈 Owning high-performing investments is important. But all too often, many people who chase performance lose sight of what they’re investing for.

As an advisor, I believe that investing success isn’t just about growth. It’s about purpose. Whether that’s funding your first home or building financial independence, a thoughtful strategy should always support your goals.

✅ Want to make sure your portfolio is aligned with your life’s purpose? Let’s talk.

Accountability, clarity and someone who can help simplify your financial life: It's real and available to you. Contact m...
05/25/2026

Accountability, clarity and someone who can help simplify your financial life: It's real and available to you.

Contact me today to schedule a no-obligation review that's convenient for you.

Stocks continue to climb despite rising rates.
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.

Clear communication about your estate plans helps your family understand your wishes and feel prepared for the future.A ...
05/22/2026

Clear communication about your estate plans helps your family understand your wishes and feel prepared for the future.

A structured family meeting can bring everyone together on the same page and the right preparation makes all the difference. As your financial advisor and in partnership with our Client Consultation Group and Family Enterprise Advisors, I can help you plan and guide the discussion so it’s productive and aligned to your family’s needs.

Reach out to book a meeting and start the conversation.

Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

Address

301 14 Street NW Unit 105
Calgary, AB
T2N2A1

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+14032179597

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