Edward Jones Financial Advisor: Dana Hicks

06/08/2026

What an incredible day celebrating the power of community. 💜💙

For the fourth consecutive year, Edward Jones-Financial Advisor: Kristina Kett Edward Jones- Financial Advisor Jane Bradley and I were honoured to support the Norfolk Haldimand Hike for Hospice. This event raises vital funds for a cause that touches so many lives, helping ensure compassionate care and support are available when families need it most.

A heartfelt thank you to everyone who participated, volunteered, donated, and shared their stories. The kindness, courage, and connection on display today were a powerful reminder of what makes our community so special.

We are grateful to be involved in an event that brings people together for such an important purpose and look forward to continuing our support in the years ahead.

💛

06/06/2026

There was something special about gathering in Ireland with a group of leaders who each made a personal commitment to be there.

Everyone paid their own way, invested their own time, and came together with a shared purpose: to learn, challenge ideas, and help one another grow. The conversations were thoughtful, the perspectives were diverse, and the willingness to openly share experiences and insights was inspiring.

From strategic discussions to meaningful connections, this retreat was a reminder that leadership is not about having all the answers—it’s about being curious, collaborative, and committed to continuous growth.

Thankful for the opportunity to lead alongside such an exceptional group in a country known for its rich history, warm hospitality, and spirit of storytelling.

The best ideas often emerge when great people come together with open minds and a common purpose.

06/06/2026

Last week's blowout U.S. payroll report underlined the improvement in the U.S. labour market this year, with hiring accelerating and broadening across sectors, signaling a more durable foundation for growth. Canadian employment data were also surprisingly strong, reversing some of the weakness in hiring this year.

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

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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

05/28/2026

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.

Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.

So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.

If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)

05/27/2026

Today, at the 2026 CIFP Annual National Conference, I had the privilege of joining my Edward Jones colleagues to share and discuss new research on financial fulfillment in Canada. The research suggests that financial advisors are the single most powerful catalyst for moving Canadians from financial stress toward greater financial fulfillment. I matter, you matter – we are changing lives for the better and now there's research confirming that.
• To the advisors reading this: you already have the most important ingredient — the trust of your clients.
• The opportunity is to lean into it and ask the deeper questions. Build plans that reflect values, not just valuations.
• Invest in your own credentialing and planning capabilities.
• This is where we believe advisors can provide meaningful value.
• And my Firm, Edward Jones is building the infrastructure to empower financial advisors like me to shift the conversation, reach out. I'd love to connect.

Thank you to my extraordinary co-panelists Jonathan Rivard, Scott Sullivan, and Julie Petrera and to Edward Jones for research that changes how our profession sees itself.

05/23/2026

Celebrating milestones is always better when you have an incredible team by your side!

This week, we had not one, but two reasons to celebrate. Our office achieved a level move — a reflection of the trust our clients place in us and the dedication our team brings every day.

We also celebrated a major personal achievement as our Client Service Administrator Kate, successfully passed a significant professional exam. The commitment, discipline, and hard work required to reach this milestone are truly inspiring.

Success is rarely a solo effort. It’s built through teamwork, continuous learning, and a shared commitment to serving our clients with excellence.

Congratulations to our entire team on these accomplishments. I’m proud of what we’ve achieved together and excited for what’s ahead!

05/23/2026

Stocks continue to climb despite rising rates.

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