Edward Jones Financial Advisor: David Laidlaw-Mullins

04/01/2026

Missed our "Doing money differently: Tax planning strategies that work" webinar? You can still catch all the valuable insights on demand.

Julie Petrera, Director of Financial Planning, shared practical tax planning strategies that help you keep more of what you earn, including tax-loss selling insights, asset location approaches, and household-level planning strategies that make a real difference.

Whether you're building your investment portfolio, planning for retirement, or simply looking to optimize your tax strategy, this session offers useful guidance you can begin applying right away.

This webinar is informational only. Edward Jones, its employees and financial advisors, cannot provide tax or legal advice.

Wednesday, March 25, 2026 at 4:00 PM Eastern Daylight Time.

03/02/2026

How much investment risk are you comfortable with?

Understanding your personal risk profile is key to building a portfolio that fits your goals and lifestyle.

If you’re curious to learn more, our new Financial Fitness module, Understanding Your Investment Risk Profile, is a great place to start.

The Financial Fitness courses are designed to boost financial literacy and give Canadians the tools to build financial knowledge. www.edwardjones.ca/ca-en

02/18/2026

A Tax-Free Savings Account offers a powerful opportunity to build wealth for long-term goals.

TFSA contribution room accumulates every year and carries forward indefinitely. The annual limit is $7,000 for 2026, and Canadians who’ve been eligible since 2009 may have up to $109,000 of lifetime room. Withdrawals can be recontributed the next year, which offers excellent flexibility.

Need to confirm your available contribution room? I’d be happy to help.

Start saving for your long- and short-term financial goals by opening a tax free savings account with a financial advisor today.

11/04/2025

What does investment risk mean to you? Market ups and downs - or lost opportunity?

As an advisor, I help clients avoid the common mistake of not taking enough risk to reach their long-term goals. For me, the key is finding the right balance between the returns you need and your comfort with risk.

If retirement is a long way off, growth investments like stocks and ETFs could play a big role in your strategy. And if you’re closer to retiring, balancing stability with sustainable growth may be part of your plan.

Wondering if your portfolio has the right balance? Let's take a look together.

Learn why it's important to determine your risk comfort level.

09/19/2025

Feel like you’re juggling too many goals?

It’s natural to want to enjoy life today. But when your future goals start stacking up - like a child’s wedding, a second home, or that dream trip you’ve been planning - it’s easy to feel overwhelmed.

Here’s my advice: don’t panic, and don’t go it alone.

When you have a well-thought-out investment strategy, and a realistic view of the tradeoffs, you don’t necessarily have to drop anything that matters.

Check out these simple tips for some inspiration. If you’re ready to turn today’s dreams into an actionable plan, I’m here to help.

We're all striving to maintain a comfortable lifestyle. The difference is how each of us defines \\\"comfortable\\\".

08/19/2025

A new Edward Jones survey found that 84% of Canadians believe financial education in school could have helped them manage their personal finances with less stress today.

To help bridge that gap, Edward Jones is offering a new Financial Fitness program, designed to empower all Canadians build a strong financial foundation for life.

Edward Jones also continues to offer our existing Financial Fitness program for high school students.

Teachers who sign up for the program receive a complimentary digital financial education course which guides students through financial concepts, investing basics and understanding the global marketplace.

The Financial Fitness program is designed to boost financial literacy and give high school students the tools to build financial knowledge. www.edwardjones.ca/ca-en

06/25/2025

Including life insurance strategies in your estate plan can be an effective way to transfer wealth while addressing your family’s specific needs.

For example, if you want to provide for a dependent with a disability, or a family member with a poor history of money management, you could structure payments over time using the annuity settlement option.

Read this article to learn more.

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

06/20/2025

💬 Every family handles conversations about their estate plan differently. But a family meeting can help bring your estate plan on paper to life.

📝It can help explain the reasons behind your decisions, avoid misinterpretations down the line, and show your family that you’ve planned with their needs in mind.

📚 It’s also an opportunity to equip your family with the knowledge and tools they'll need for future decisions and responsibilities.

Start this important conversation today. Need to ask some questions first? I’m here to help anytime.

Are you comfortable with the law governing the distribution of your wealth upon your death? If not, discover the importance of estate planning and reviewing your estate plan regularly.

05/29/2025

💬 If you have an aging parent or relative, encouraging them to get their estate plan in order is one of the most meaningful ways you can support them.

It’s not always an easy conversation, but it can help avoid unnecessary stress, confusion, and legal complications down the line.

They can:
✅ Make sure their Will reflects their current goals and wishes
✅ Confirm they’ve chosen the right executor(s)
✅ Address circumstances that merit special attention

Starting the conversation today can bring greater confidence — for them and for you. Not sure where to start? Let’s book a call and I’d be happy to help.

Are you comfortable with the law governing the distribution of your wealth upon your death? If not, discover the importance of estate planning and reviewing your estate plan regularly.

05/09/2025

You are appreciated on this Mother’s Day. Whether you are a mother, have filled that role as a grandmother, aunt, sister, caregiver, mentor, friend, or neighbor, or have lost a precious child, you are valued. You are a constant light, full of encouragement, wisdom, guidance, patience and endless hugs. Your steadfast love and unconditional support are unwavering. Saying thank you is not enough for all you do.

05/07/2025

What’s the best way to deal with economic uncertainty? Having a guide by your side.

Markets have ups and downs, but your financial strategy shouldn’t. As an advisor, I can develop a customized plan that helps you:
📌 Stay focused on your long-term goals
📌 Make informed, confident financial decisions
📌 Stay disciplined in your investment approach

Instead of reacting to headlines, let’s build a roadmap that helps you stay on track.

News headline can be alarming and there is no shortage of experts telling us how to position our portfolio. But do those experts really know what matters to you? With so much noise in our daily lives, here are some ways you can focus on what's most important.