Dan Smits- Edward Jones Associate

10/14/2026

Helping your child buy a home? There’s more than one financial strategy to consider.

Each approach can open the door to homeownership but could affect your finances in different ways.

The key is choosing a strategy that supports your child while staying true to your long-term financial goals.

✨Want more guidance on balancing family and finances? Reach out and let's talk.

Here’s what to consider

10/12/2026

This year, we're grateful for our clients and the trust they place in us to make their financial goals a reality. Every milestone celebrated is a reason to give thanks. Wishing you and yours a wonderful Thanksgiving.

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.

10/09/2026

Facing an unexpected job transition? You don't have to navigate it alone.

The financial adjustments following a layoff can feel overwhelming. Important steps to consider:

• File for Employment Insurance quickly; the process takes time
• Review your severance and benefits coverage timeline
• Understand your retirement account options (Group RRSP, DPSP, pension plans)
• Adjust your budget while exploring other income sources

There's no one-size-fits-all approach to managing life's transitions. Whether you're evaluating insurance options, deciding what to do with retirement savings, or prioritizing your next steps, having a trusted advisor who understands your complete financial picture makes all the difference.

Reach out and let's discuss your options.

Here are some financial steps to keep you on track as you carve a new path ahead in your career.

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

A cohabitation agreement is a smart first step, but it's really just the beginning of your financial journey together. The conversations you have while creating the agreement often reveal bigger opportunities for financial planning.

When you take time to discuss finances honestly and set clear expectations, you're not just protecting yourself legally. You're building a stronger foundation for your relationship.

This is where working with a financial advisor can help. We can show you how the agreements you make today connect to the goals you have for the next 5, 10, or 20 years. Whether that's building wealth, planning for a family, saving for retirement, or buying a home together, your financial strategy should evolve as your relationship does.

Financial planning isn't just about managing what you have. It's about creating room for what you want to build together.

If you're starting a life together and want guidance on building a financial plan that supports your shared future, reach out. I'm here to help you see the bigger picture.

Edward Jones financial advisors are not lawyers and cannot provide legal advice. A cohabitation agreement is a legally binding document that should be created with the assistance of a qualified lawyer or legal professional. We can help you understand how your financial decisions today connect to your long-term goals and work alongside your legal advisor to support your overall financial strategy.

Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let's first ask, what is a cohabitation agreement?

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.

09/25/2026

📣 Don't Miss It. We're Almost There!

The countdown is on, and I'd love to invite you to stop by my booth at the Forest Fall Fair this weekend!

Come by to chat about investing, retirement planning, education savings, or any financial questions you may have. Be sure to enter our prize draw while you're there!

📅 Dates:
Friday Sept 25th 6:00pm- 10:00pm
Saturday Sept 26th 10:00am- 9:00pm
Sunday Sept 27th 11:00am- 6:00pm

📍 Location: Forest Fair Grounds
45 Jefferson St, Forest ON N0N 1J0

09/22/2026

🎡 Come Visit Me at the Fair! 🎡

I'll be at the Forest Fall Fair on September 25th-27th and would love to see you there!

Whether you have questions about saving, investing, retirement planning, or simply want to introduce yourself, stop by my booth for a chat.

🎁 While you're there, enter for a chance to win a Blackstone! 🎁

🎁 Prize Draw: 17" Blackstone Griddle ($250 Value)
📅 September 25th -27th ( Prize will be drawn on Monday September 28th)
📍 Forest Fair Grounds- 45 Jefferson St W, Forest ON

I'd love the opportunity to connect.
See you at the fair! 🌟

09/19/2026

The Federal Reserve raised the fed funds target range by 25 basis points, or 0.25%, to 3.75%-4.00%, as widely expected.

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