Edward Jones - Financial Advisor: Brook Dyson, CFP

11/02/2026

Many investors with multiple accounts, like an RRSP, TFSA, and non-registered account, may be leaving money on the table without realizing it.

That’s because most people focus only on asset allocation, what they own, and miss an important opportunity around asset location, where those investments are held.

It’s not just what you invest in. It’s where your investments live.

Different investments are taxed in different ways. Interest income from things like bonds and GICs is fully taxable, while stocks may generate capital gains and dividends that receive more favourable tax treatment. Asset location is about matching those investments to the right account types to maximize your after-tax return.

For example, more tax efficient investments may make sense in non-registered accounts, while investments that generate taxable interest are often better suited to registered or tax-sheltered accounts like an RRSP or TFSA.

Book a call with me and I can look at how your accounts, investments, and tax considerations work together. I also coordinate with your tax professional to help ensure these decisions support your broader financial strategy.

💡 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.

10/31/2026

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, strategy, and goal-setting—no tricks, just treats! Have a safe and happy Halloween.

10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

10/30/2026

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.

10/29/2026

The Bank of Canada has raised its policy rate to 2.5%.

While rate changes can create uncertainty, they can also be a good reminder to revisit your financial plan. Whether you're managing debt, building savings, investing for the future, or planning for retirement, understanding how today's rate environment may affect your goals is important.

If you have questions about how higher interest rates may affect your financial plan, let's talk.

10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

10/20/2026

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.

10/17/2026

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.

10/15/2026

When planning your estate, treating children fairly doesn't always mean dividing assets equally.

One child may want to continue operating the family business. Another may hope to keep the family cottage.

Estate equalization strategies can help families preserve important assets while keeping inheritances balanced. In some cases, life insurance may provide the liquidity needed to help ensure children are treated equitably without forcing the sale of a business, farm or cottage.

Wondering what approach works best for you? Let's explore strategies that can help support both your family and your legacy.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

Life insurance can play a powerful role your estate planning, helping you to secure your family’s financial future.

10/12/2026

This year, we're grateful for our clients and the trust they place in us to make their financial goals a reality. Every milestone celebrated is a reason to give thanks. Wishing you and yours a wonderful Thanksgiving.