Edward Jones-Financial Advisor: Trevor Finkenzeller

09/07/2026

Happy Labour Day!

Today we celebrate the contributions of workers, business owners, and professionals who help drive our communities and economy forward. Thank you for all that you do. Wishing everyone a safe and enjoyable long weekend.

09/06/2026

Did you know dividends from Canadian companies can qualify for preferential tax treatment through the dividend tax credit depending on your individual circumstances? That's different from foreign dividends, which are generally taxed as ordinary income and may not qualify for the same tax credit treatment. It's an important distinction that can shape your overall tax picture.

As part of our tax planning strategies webinar series, we're breaking down practical insights like these, because smart financial planning matters all year long, not just at tax time. I can work with your tax professional to help make sense of what this means for your specific situation. Let's connect.

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.

09/05/2026

Investors will be watching the September 16 Federal Reserve interest rate decision closely.

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

09/03/2026

When people hear the term investment risk, they often think of market volatility.

In reality, risk is much broader. It can include inflation, changing interest rates, economic conditions, currency fluctuations, and credit risk—all of which can affect your investments over time.

Let's review your financial plan and build an investment strategy that's right for you.

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

08/31/2026

The 3rd Annual Edward Jones Golf Tournament in support of the Terry Fox Foundation is just weeks away. With events running simultaneously at Lionhead Golf Course in Brampton, ON and The Wilds in Holyrood, NL, this is the biggest year yet.

Every dollar raised goes directly to advancing cancer research through the Terry Fox Foundation.

Proud to be part of an organization that rallies together in support of a cause that impacts so many families.

08/30/2026

When it comes to investing, time can become one of your greatest advantages.

Here’s an example: imagine investing $10,000 for 20 years, and it grows by 5% each year*.

If you withdraw the gains each year instead of leaving them invested, after 20 years, your total investment will grow to $20,000.

But if you reinvest those gains, that same investment could grow to more than $26,500.

That’s the power of compounding: accelerating growth by helping your investment returns earn returns.

Wondering how compounding could work as part of your investment strategy? Let’s explore the possibilities.

*Assumes a hypothetical 5% annualized return.

Equities can add diversification and serve as a growth engine to help build value over time.

08/29/2026

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.

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

08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/27/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.