Edward Jones - Financial Advisor: David C. Bradley

09/20/2025

Looking for life insurance that offers permanent coverage and guaranteed stability?
Whole life insurance offers lifelong protection, level premiums, and cash value that grows tax deferred.

It’s a dependable solution for clients who value predictability and want to leave a lasting legacy.

📨 What makes sense for your plan? Let’s look at your current coverage together and explore some options.

Insurance and annuities are offered by Edward Jones Insurance Agency (except in Québec). In Québec, insurance and annuities are offered by Edward Jones Insurance Agency (Québec) Inc.

09/04/2025

Your income supports everything you’ve built. What if it stopped unexpectedly?

Disability insurance can help replace lost income if an illness or injury prevents you from working.

It’s a flexible way to protect your financial plan and provide confidence, for you and your family.

Is it time to review your coverage against life’s what-ifs?

📲Let’s talk about whether disability insurance is the right solution for you.

Insurance and annuities are offered by Edward Jones Insurance Agency (except in Québec). In Québec, insurance and annuities are offered by Edward Jones Insurance Agency (Québec) Inc.

Prepare your financial strategy for life's unexpected events.

01/17/2025

Our 2025 Outlook is now available. It includes financial planning strategies that offer actionable ideas to help you achieve your goals. In the Outlook we,

- Cover our ten views on what we believe 2025 will bring for financial markets.

- Offer financial planning considerations for your personal 2025 financial strategy.

- Provide three steps to help position your portfolios for 2025.

Let's connect to discuss the key takeaways and your financial goals for the year ahead.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends.

01/01/2025

Wishing you and your family a happy and healthy 2025. Happy New Year!

12/24/2024

Wishing you a beautiful holiday season, and much joy in the New Year.

12/11/2024

Family meetings can serve as a platform for positive communication about financial and estate planning. This may lead to a clearer understanding between family members and better decision-making. We've compiled some tips to help you get the most out of your family meetings.

Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

12/07/2024

At the end of a road trip, there’s a moment when your destination appears on the horizon and excitement sets in. Take time to look around and be proud of how far you’ve come on your financial journey too. Whichever road you choose, as your Edward Jones advisor I’ll be there to help you at every turn.

Your financial journey is unique to you, but we all have one thing in common: we want the ability to have freedom and flexibility in our financial life. Check out the three milestones you should watch for as you work to achieve that goal.

12/04/2024

We all want financial stability, but it can be easier said than done. To get started, aim to save about three months’ worth of expenses for emergencies, invest 10-15% of your income and try to reduce your mortgage, increase your down payment, or pay off any high interest rate debt. I can help you on your journey to financial stability. Let’s talk.

Your financial journey is unique to you, but we all have one thing in common: we want the ability to have freedom and flexibility in our financial life. Check out the three milestones you should watch for as you work to achieve that goal.

11/30/2024

An optimal state of financial stability is different for everyone. A good way to start is to save enough to cover three to six months’ worth of expenses for emergencies, invest the amount necessary for your retirement needs and pay off debt. I’m available to review your financial goals and put together a personalized plan for you to help you reach them.

Your financial journey is unique to you, but we all have one thing in common: we want the ability to have freedom and flexibility in our financial life. Check out the three milestones you should watch for as you work to achieve that goal.

11/26/2024

If you’re moving to Canada, funds in 401(k), 403(b) and IRA plans in the U.S. will remain tax deferred as these plans are covered by the Canada-U.S. tax treaty. You may be able to make a lump sum withdrawal from the plan and transfer the funds to an RRSP without using existing RRSP contribution room or withdraw from the plan and bring the funds here. There will be tax considerations. Before deciding, seek advice from a qualified tax professional. Please contact me if I can help set up this meeting.

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

If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.

09/11/2024

Income splitting is a strategy that aims to level out income earned by married or common-law couples, with the goal of reducing the household’s overall tax bill. Income splitting can also help protect income-tested benefits such as Old Age Security, which could be reduced as income increases. I can talk to you more about income splitting. Please contact me if this may be of interest to you.

Income splitting is a strategy to level out income earned by spouses to reduce tax bills.

09/07/2024

Even if your child isn’t interested in college or university, there are many other Registered Education Savings Plan (RESP) qualifying schools and programs. These include trade schools such as hair stylist programs and CEGEPs in Quebec. A complete list is on the Government of Canada website.

You may have been investing for years for your child or grandchild's post-secondary education. But what happens if they decide not to go to university or college? In this article, we outline what happens to your contributions, the government grants and investment growth.