Edward Jones-Financial Advisor Brandi Archibald, CFP, CIM

Edward Jones-Financial Advisor Brandi Archibald, CFP, CIM My team and I want to improve your financial future. We want to understand what is important to you,

The new First Home Savings Account (FHSA) has a maximum lifespan of 15 years, so opening one prematurely could result in...
12/18/2023

The new First Home Savings Account (FHSA) has a maximum lifespan of 15 years, so opening one prematurely could result in you having to close it before you're ready to buy a home. For example, if you open an FHSA at age 18, you would have to make a purchase by age 33. Upon closure any withdrawals are also taxable.

Let's look at some key factors to consider when determining if it makes sense for you to open an FHSA this year.

Check out our weekly market update for news on last week's market and guidance for the week ahead.
12/16/2023

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.

In addition to preparing for the holidays, year-end is the perfect time for us to meet and review your financial situati...
12/15/2023

In addition to preparing for the holidays, year-end is the perfect time for us to meet and review your financial situation and goals. Here are 10 strategies to consider as you prepare for 2024.

As 2023 comes to a close, review your current situation with the help of your Edward Jones advisor.

Just thinking about estate planning can sometimes make us feel uncomfortable. None of us really want to face the reality...
12/13/2023

Just thinking about estate planning can sometimes make us feel uncomfortable. None of us really want to face the reality of our own mortality. And these uncomfortable thoughts are often compounded by the actual specifics of setting up an estate plan, which can sound complicated. Here are some tips to help you get started with an estate planning strategy. Let's talk.

The idea of putting together an estate strategy may sound complicated, but it doesn't have to be.

New trust reporting rules take effect on December 31, 2023 and apply to Canadian-resident express trusts and non-residen...
12/11/2023

New trust reporting rules take effect on December 31, 2023 and apply to Canadian-resident express trusts and non-resident trusts that are currently required to file an income tax return. The disclosure of information on bare trusts is also included. Learn more here.

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

The federal government introduced new trust reporting rules to come in effect after December 30, 2023.

This legal structure, called “joint tenants with right of survivorship”, makes your children joint owners of the family ...
12/09/2023

This legal structure, called “joint tenants with right of survivorship”, makes your children joint owners of the family cottage during your lifetime. It allows you to deal with capital gains tax now, instead of upon inheritance, so the cottage transfers to them tax-free when you pass.

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

Learn strategies to keep a cottage in your family while managing your tax bill.

With a few weeks left until the end of 2023, markets remain on track for a strong finish. As the torch passes to 2024, i...
12/09/2023

With a few weeks left until the end of 2023, markets remain on track for a strong finish. As the torch passes to 2024, investors are counting on a successful central bank pivot away from restrictive policy to a more neutral stance to build on this year's gains. We think the BoC's next move will be a rate cut instead of a hike, but the timing of when that might happen could be a source of volatility. Nonetheless, we see the potential end of tightening and the start of an easing cycle as a catalyst for further gains in bond prices and a broadening in equity market leadership. In our weekly market update we offer three reasons why we see a gradual shift in policy ahead.

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

With a few weeks left of 2023, markets remain on track for a strong finish. As the torch passes to 2024, investors are c...
12/09/2023

With a few weeks left of 2023, markets remain on track for a strong finish. As the torch passes to 2024, investors are counting on a successful central bank pivot away from a restrictive to a more neutral stance to build on this year's gains.

We believe the BoC's next move will be a rate cut instead of hike, but the timing of when that might happen could be a source of volatility. Nonetheless, we see the potential end of tightening and start of an easing cycle as a catalyst for further gains in bond prices and a broadening in equity market leadership.

In our latest Weekly Market Wrap, we offer three reasons why we see a gradual shift in policy ahead.

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

One of the easiest ways to help protect yourself online is to back up your data using cloud storage, a USB, or an extern...
12/07/2023

One of the easiest ways to help protect yourself online is to back up your data using cloud storage, a USB, or an external hard drive. However, many of us don’t consider this until it’s too late.

6 ways to protect yourself against cyber threats

One of the advantages of having a financial advisor like me is that I can provide you with clarity to help you understan...
12/05/2023

One of the advantages of having a financial advisor like me is that I can provide you with clarity to help you understand how much turning your dreams into reality might cost and how much you’ll need to save. I’m available to review a range of retirement strategies with you to help ensure you reach your retirement vision and other goals. Let's talk.

Two out of every three Canadians is not covered by a defined benefit pension plan, which means planning for their own retirement is crucial. If you don't have a pension plan, here are some of the benefits and drawbacks you may experience.

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