Edward Jones - Financial Planner: Scott Marshall

Edward Jones - Financial Planner: Scott Marshall Scott D Marshall CFP®, CIM®, FCSI®
Financial Planner
Edward Jones

𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗵𝗲𝗿𝗲: 🔗 https://webinars.scottmarshallhub.com/webinar-registrationA financial plan can look strong on ...
06/03/2026

𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗵𝗲𝗿𝗲: 🔗 https://webinars.scottmarshallhub.com/webinar-registration

A financial plan can look strong on the surface and still have gaps that only show up when life puts it to the test. Gaps in how risk is managed. Gaps in how income is structured. Gaps in how prepared you really are for the unexpected.

The difference between a plan that holds and one that doesn't often come down to the principles it was built on.

In my webinar, Building the Road to a Solid Financial Future, I'll break down the 10 steps that form the foundation of sound investing and show you where most plans fall short when these principles aren't fully in place.

In this session, we'll cover:

🟡How to build and maintain a portfolio that reflects your goals and risk tolerance
🟡The investing habits that protect your wealth through market ups and downs
🟡Why reviewing your strategy regularly is one of the most valuable things you can do
🟡What to focus on now to set yourself up for long-term financial confidence

This webinar is designed to give you clarity, direction, and practical tools to move your financial plan forward with purpose.

📅 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝗝𝘂𝗻𝗲 𝟭𝟬, 𝟮𝟬𝟮𝟲
🕒 𝟮:𝟬𝟬 𝗣𝗠 𝗘𝗦𝗧

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗛𝗲𝗿𝗲: https://webinars.scottmarshallhub.com/webinar-registration

05/29/2026

Most Canadians do not have a financial plan. And honestly, that is not surprising.

Life gets busy. Kids come along. Other priorities take over, and retirement planning gets pushed to the back burner. It happens to a lot of people and there is no judgment in that.

But here is what I want people to know. Retirement planning does not have to feel intimidating. When you sit down with a financial planner for the first time, it shouldn't be a stressful experience. It is actually one of the more enjoyable conversations you can have about your future.

You get to dream out loud. You get to think about what the best years of your life actually look like. Twenty-five to thirty years is a long runway, and you are the one who gets to decide how it is spent.

It is not as scary as it seems. And that first conversation is always worth having.

Are you one of the many Canadians without a financial plan in place? If so, now is a great time to change that. Reach out and let's sit down together. That first conversation might surprise you.

In my career, clients have asked me a lot of questions.The one that surprised me most: "Are we allowed to retire?"This c...
05/28/2026

In my career, clients have asked me a lot of questions.

The one that surprised me most: "Are we allowed to retire?"

This couple had done everything right. The math worked. They were well on track, in fact, ahead of most of their peers. But they were younger than their friends. And they felt guilt. As if they hadn't earned it yet. Like stepping away was somehow wrong.

We spent a lot of time talking through their purpose, their worries, what moving into retirement actually meant to them. The finances were never the issue. The mindset was.

I think about that conversation often because it tells you something important. Retirement readiness isn't just a number. It's being clear on who you are outside of what you do.

If you're close to retirement and that question feels familiar, you're not alone. Send me a message. It's worth talking through.

05/27/2026

Retirement is lasting longer than most people plan for. And that gap between what people save and what they need is one of the most common things we see in our office.

Twenty-five to thirty years is a long time to fund. And yet most people either save whatever happens to be left over at the end of the month, or they do not have a financial plan in place at all. Both of those approaches leave a lot to chance.

That is exactly where a financial planner can make a real difference. Not just telling you to save more, but helping you understand the specific number you need, how much to put away on a regular basis, and building a clear path to get there.

The goal is not just to retire. It is to retire with enough to actually live the life you have been working toward for decades.

Do you know if you are on track for the retirement, you actually want? If you are not sure, that is the most important reason to find out. Send me a message and let's take a closer look together.

This one's hard to read, but it needs to be said.Less than half of Canadians (45%) have a financial plan in place. And 5...
05/26/2026

This one's hard to read, but it needs to be said.

Less than half of Canadians (45%) have a financial plan in place. And 53% don't even know how much money they'll need to retire.

Not a rough guess. They genuinely don't know.

Retirement gets pushed to aside. Kids come up. Life happens. And then one day you're in your late 50s doing the math for the first time, and it's a stressful place to start.

The good news: Canadians who do have a retirement plan report feeling significantly less stressed about their financial future. A plan doesn't just tell you where you're going. It takes the weight off.

Retirement, when you think about it being 25 to 30 years, can actually be fun to plan. You get to dream out loud. You get to design the best years of your life.

It's not as overwhelming as it seems. But it does require starting.

If you don't have a plan, or you're not sure the one you have is enough, reach out. An initial conversation costs nothing.

Read more here: https://www.cppinvestments.com/for-canadian/your-retirement-matters/

05/25/2026

Estate planning is one of the most put off conversations in personal finance. And yet it is one of the most important things you can have in place for the people you love.

A big part of why people avoid it is the assumption that it is only for the wealthy. That is simply not true. Estate planning is for anyone who has people they care about and things they want to protect.

If anything, young families need it most. Because the stakes are high and the plan is rarely in place.

If something happened to both parents tomorrow, who would take care of the kids? Who gets the assets? Who makes healthcare decisions? How does everything get divided in a way that reflects what you actually want?

These are not comfortable questions, but they are necessary ones. And having a plan means your family is protected, and your wishes are clear, no matter what happens.

A financial planner can help guide you through that conversation and make sure nothing important gets missed. It is one of the most meaningful things you can do for the people you love most.

Have you started thinking about your estate plan? If this is a conversation you have been putting off, now is a good time to change that. Send me a message and let's work together.

05/22/2026

Investing is never a smooth journey. And honestly, it was never meant to be.

Markets are rising and markets are falling, headlines cause panic, inflation shifts, and curveballs show up when you least expect them. That is just the nature of it, and it runs for the length of our lives, not just a few years.

One of the most valuable reasons people work with a financial advisor is not just for the strategy. It is to have someone to hand those worries to. Someone who can carry some of that weight, so they do not have to.

And I find myself saying this to clients more than almost anything else: I know this feels unsettling, but we will see you through this.

That is not just reassurance, it is a commitment. The goal is not to eliminate the curveballs. It is to make sure you can weather them without losing sight of where you are headed.

What is one part of investing that you find the most unsettling? If you are looking for someone to help you navigate the journey with confidence, send me a message and let's connect.

05/20/2026

The most surprising question I have ever been asked by a client was, are we actually allowed to retire?

Not "can we afford to retire." Not "is the math right." They already knew the math was right, the question was whether they were allowed to.

They were younger than most of their friends and peers, and even though everything financially was in order, there was real guilt around the idea of stepping away before the people around them did.

That conversation really had nothing to do with numbers. It was about purpose, identity, and what the next chapter of their life was actually going to look like. And those are some of the most important conversations I have with clients.

Once we worked through all of that together, the guilt started to lift, because the answer was yes. They had done the work, built the plan, and earned that next chapter.

If the plan supports it, you are allowed to retire. Full stop. Early retirement is not something you need to justify to anyone. It is something you build toward and then step into when the time is right for you.

Are you someone who has thought about retiring earlier than the people around you? And if you want to find out whether your plan supports that kind of timeline, send me a message and let's take a look together.

As financial planners and advisors, we’ve seen this countless times.People arrive at retirement financially prepared on ...
05/19/2026

As financial planners and advisors, we’ve seen this countless times.

People arrive at retirement financially prepared on paper.
The plan is in place. The numbers work.

But there’s another part they didn’t prepare for.

They didn’t prepare for the loss of structure.
They didn’t prepare for the shift in identity.
They didn’t prepare for the question of what comes next.

Because retirement isn’t a vacation.

It’s a transition into a completely different phase of life, one that can last 25 to 30 years.

For decades, your time has been structured. Your role has been clear. Your days have had a rhythm to them.

And then suddenly, that changes.

The people who navigate retirement well don’t just prepare financially.

They’ve thought through what their life will actually look like.

Before you get to that point, it’s worth asking:

What will a typical day look like for me?
What will give me purpose and structure?
Who will I spend my time with?
What am I moving toward—not just away from?

The financial plan supports the life.

But it can’t define it.

Address

185 The West Mall Suite 1003
Central Etobicoke, ON
M9C5L5

Telephone

+14162460303

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