Edward Jones - Financial Advisor: Brook Dyson, CFP

09/05/2026

Investors will be watching the September 16 Federal Reserve interest rate decision closely.

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

09/03/2026

Tax planning isn’t limited to filing time; it’s a year-round strategy. Planning ahead can help you maximize deductions and avoid surprises. Let’s make sure your financial plan works for you today and tomorrow.

Ready to get started? Contact me to review your options.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

Planning is the key to financial organization. Find out how.

09/01/2026

One of the most helpful exercises families can do when budgeting is distinguishing between needs and wants. Your mortgage or rent, groceries, utilities, and transportation costs are essential. They keep your household running.

But wants aren't bad. Dining out, travel, and gifts for family and friends add meaning to life. The key is setting boundaries around them so they don't pull you off course from what's most important to you.

When you prioritize together as a family, you build healthier financial habits. Small adjustments in your discretionary spending can create meaningful savings over time without feeling like deprivation.

If you're looking to align your family's spending with your values and goals, let's talk. We can help you create a budget that reflects what matters most.

These considerations can help you get a handle on how you spend money each month.

08/30/2026

What do you think legacy is? Our new data says legacy is more than money — it’s the values, stories, and lessons we leave behind.

Canadians are shifting from wealth-focused legacies to meaning-driven ones, according to a recent Edward Jones study.

🔹 59% of Canadians say financial security is important in legacy planning.
🔹 But 50% want to pass on life lessons, and 32% value family traditions.

Let’s talk about how your financial plan can reflect what matters most to you and your family.

Research uncovers what legacy Canadians want to leave and the obstacles ahead.

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.

08/27/2026

In a recent survey conducted by Edward Jones Canada, younger Canadians are showing renewed momentum in RRSP contributions:

→ 48% plan to contribute to their RRSP this year
→ Up from 41% last year
→ Moving closer to the 58% seen in 2024

This modest rebound signals an important shift in retirement planning engagement among younger demographics.

Starting early can offer advantage. Time allows for market fluctuations to smooth out, growth to compound, and adjustments to be made as goals evolve. But starting early also means building the right foundation: a diversified portfolio that aligns with clear objectives.

For younger Canadians, retirement planning is about establishing a framework that adapts as careers develop, families grow, and priorities change. Regular monitoring, contribution strategies, and the flexibility to adjust along the way can help ensure that early action translates to long-term results.

If you're in the early stages of your career and thinking about retirement planning, this may be a good time to establish a strategy built for the long term. The decisions you make now set the trajectory for the decades ahead.

Ready to start the conversation? Reach out to discuss how we can build a retirement strategy tailored to your goals.

Edward Jones Canada survey finds RRSP contribution intentions remain steady, despite feelings of confusion and uncertainty

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

Why wait? According to our new data, half of (50%) of Canadians want to give part of their inheritance while they’re still alive.

They are embracing giving with warm hands to shape their legacy with purpose and see the impact firsthand.

Most want to help loved ones with housing, education and experiences.

Let’s explore how you can give with purpose.

Research uncovers what legacy Canadians want to leave and the obstacles ahead.