Edward Jones Financial Advisor: Kevin Baer

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

10/16/2026

Financially fulfilled Canadians don't just feel different about money. They plan differently, prioritize differently, and they're far more likely to have someone in their corner.

New 2026 research from Edward Jones and Gallup found that 74% of financially fulfilled Canadians sought financial guidance from a professional financial advisor in the past year, compared to just 26% of those who are financially stressed.

Fulfilled Canadians are more likely to have:

• Emergency savings
• A retirement plan
• Funds set aside for major expenses

For those who are financially stressed, the focus is foundational:

• Reducing debt
• Building income
• Creating stability

The difference between stressed and fulfilled often comes down to having a clear plan and the right guidance to follow through on it. If you're ready to move from managing money to making it work toward what matters most to you, let's talk. Book a call with me today.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

Read our research on how values and emotions shape our relationship with money.

10/15/2026

An experienced financial advisor can help keep your goals front and center while navigating the changing landscape, keeping you on track, and offering clarity around fees, services, and resources. Take advantage of our professional advice—schedule an appointment with me today.

Learn how a trusted financial advisor helps you navigate complexity.

10/15/2026

Thank you everyone who attended last evening’s Financial Health Seminar. It was a tremendous success with over 300 people in attendance. I hope everyone learned something and was able to take away valuable information to help them navigate their financial journey wisely. It was an honour to host Mona Mahajan and Peter Bowen.

10/14/2026

Did you know dividends from Canadian companies can qualify for preferential tax treatment through the dividend tax credit depending on your individual circumstances? That's different from foreign dividends, which are generally taxed as ordinary income and may not qualify for the same tax credit treatment. It's an important distinction that can shape your overall tax picture.

As part of our tax planning strategies webinar series, we're breaking down practical insights like these, because smart financial planning matters all year long, not just at tax time. I can work with your tax professional to help make sense of what this means for your specific situation. Let's connect.

Edward Jones, its employees and financial advisors, do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

10/12/2026

Online scammers are constantly finding new ways to target your personal and financial information. Follow these six tips to protect what matters most to you.

6 ways to protect yourself against cyber threats

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

10/09/2026

Financial fulfillment reflects more than income and wealth.

That's the foundation of new 2026 research from Edward Jones and Gallup, spanning 2,117 Canadians. What they found, fulfillment shows up in four ways:

• Financial alignment and freedom
• More positive emotions
• Fewer negative emotions
• Financial confidence

Fulfillment isn't out of reach, but it takes purpose, a clear plan, and goals that reflect what matters to you. I'd love to be part of that conversation. Book a call with me today.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

10/06/2026

The Bank of Canada has held its policy interest rate at 2.25%.

The decision comes as inflation remains above the Bank’s target, labour market conditions continue to show signs of softness, and global uncertainties persist. While interest rates can influence borrowing costs, savings and investment decisions, their impact is different for everyone.

If you have questions about what this rate decision could mean for your financial goals, let's connect and discuss your personalized strategy. Book an appointment today.