Annie Tse: Financial Advisor

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

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.

05/25/2026

A Tax-Free Savings Account (TFSA) offers unmatched withdrawal flexibility. No taxable withdrawals, no required annual minimums, and contribution room is restored the following year. This makes it a powerful tool for both long-term planning and short-term needs.

Wondering how a TFSA can support your broader financial plan? 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.

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.

05/21/2026

A balanced family budget isn't about deprivation or cutting everything you enjoy. It's about creating a realistic plan that supports your goals and fits your life.

Start with clear, achievable goals. Build in flexibility for unexpected expenses, because life rarely goes exactly as planned. Review your budget regularly and adjust as your circumstances change. The families who succeed with budgeting are the ones who stay consistent, not perfect.

And remember, you don't have to figure this out alone. Working with an advisor means having someone who can help you review your current situation, refine your goals, and create a strategy that can help keep you on track.

If you're ready to create a budget that works for your family's goals, reach out. I'm here to help.

05/20/2026

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.

05/18/2026

A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with what matters most to you. That's why Edward Jones is proud to sponsor Alan Jackson's "Last Call: One More for the Road — The Finale" concert this summer.

05/18/2026

Edward Jones proudly established a Canadian headquarters in Mississauga in 1994. On behalf of our thousands of associates, happy 181st Victoria Day!

Whether you're firing up the grill, opening the cottage, or simply enjoying a well-deserved break, here's to celebrating community, connection, and the season ahead.

Wishing you a safe and wonderful long weekend!