Annie Tse: Financial Advisor

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

10/15/2026

When it comes to your child's education, saving is only half the equation—a good strategy behind RESP withdrawals is important, too. We can provide guidance.

Understand RESP withdrawal rules and limits. Learn about EAPs, tax implications, and strategies to maximize education savings.

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

10/08/2026

How you spend—or save—your tax refund makes a big difference. Whether paying down debts or saving for future goals, check out our tips and tricks for making the most of your refund, or schedule an appointment to speak with a financial advisor today.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice.

Receiving a tax refund often brings a smile to our faces as it feels like \\\"found\\\" money that wasn’t previously in the budget.

10/03/2026

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term measures showed further moderation.

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

10/01/2026

Where you hold your investments can be just as important as what you invest in. Asset location is a strategy that helps place investments in the accounts that may offer the greatest tax efficiency, helping you keep more of what you earn over time.

A thoughtful approach can make a meaningful difference to your long-term financial goals.

If you have questions about whether your portfolio is tax efficient, reach out to me or book a call to discuss your options.

Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

09/30/2026

How are women investors redefining wealth?

I’m excited to share this special collaboration between Edward Jones and Atlantic Re:think that explores how women investors are planning for health, purpose, family and overall well-being. Is this you? Let’s chat about it.

Learn more: https://bit.ly/4xMX78x

09/28/2026

U.S. citizen living in Canada? If you’re considering opening a Tax-Free Savings Account, keep in mind: it may not be tax-free for you.

While TFSAs offer tax-free growth for Canadian residents, U.S. tax law does not recognize them as tax-advantaged accounts. Earnings may be taxable on your U.S. return, and depending on structure, some TFSAs can be classified as foreign trusts, triggering complex annual reporting requirements and potential penalties for non-compliance.

What appears straightforward in Canada becomes complicated when cross-border tax rules apply. Account selection decisions require understanding both jurisdictions' treatment before opening.

I work alongside your qualified tax or legal professional to help you evaluate savings account options that work within both tax systems.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice.

Living in Canada as a U.S. citizen or Green Card holder? Discover the tax challenges you need to know when dealing with two tax systems.

09/26/2026

Global interest rates continue to rise, with a sharp sell-off in U.S. Treasuries last week lifting bond yields to new 20-year highs while Canadian government bonds are near their 2023 post-pandemic peak.

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

09/22/2026

Dreaming of a home in the U.S. for winter escapes? You’re not alone.

But when planning a property purchase south of the border, it’s critical to understand the potential tax implications:

• U.S. estate tax may apply over $60K USD
• Foreign property over $100K CAD? Reporting may be required in Canada
• Rental income may face a 30% withholding tax (or require U.S. filings)
• Selling? Up to 15% may be withheld on the proceeds
• Too much time in the U.S. could make you a tax resident

You can enjoy your winters in the sun, but knowing your tax obligations upfront can help you avoid costly surprises.

Before signing a purchase agreement, speak with a cross-border tax professional to understand how it fits into your overall financial plan.

Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.