Edward Jones - Financial Advisor: Chad Dux

Edward Jones - Financial Advisor: Chad Dux Financial Advisor with over 20 years of industry experience, partnering with clients in BC & Alberta.

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

If you’re preparing to use your Registered Education Savings Plan (RESP) for post‑secondary costs, understanding the dif...
09/03/2026

If you’re preparing to use your Registered Education Savings Plan (RESP) for post‑secondary costs, understanding the different types of withdrawals is essential.

What seems like one pool of savings is viewed by the Canada Revenue Agency as three separate components, each treated differently for tax purposes. Knowing how they work can help you plan withdrawals in a way that maximizes funding and minimizes tax.

If you’d like support building a withdrawal strategy, I’m here to help.

Reach out to book a meeting.

Understand RESP withdrawal rules and limits. Learn about EAPs, tax implications, and strategies to maximize education savings.www.edwardjones.ca/ca-en

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, ...
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.

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Pre...
08/29/2026

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

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

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

When it comes to investing, time can become one of your greatest advantages.Here’s an example: imagine investing $10,000...
08/26/2026

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.

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.
08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

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

What’s the best type of investment portfolio? It's a trick question—there's no such thing as a one-size-fits-all approac...
08/18/2026

What’s the best type of investment portfolio?

It's a trick question—there's no such thing as a one-size-fits-all approach.

The right investment strategy depends on where you are in life. A portfolio should reflect your financial goals, time horizon, and comfort with risk—all of which evolve over time.

For example, someone just starting their career will likely have different priorities than someone approaching or enjoying retirement. Earlier in life, long-term growth may be the focus. Later on, preserving wealth and generating income may become more important.

As a financial advisor, I often tell my clients: The best portfolio is the one that's built around you.

Do your investments match your life stage? Let's review your portfolio together.

Things you need to consider as you build a portfolio that’s right for you.

Inflation has displayed an encouraging trend.
08/15/2026

Inflation has displayed an encouraging trend.

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

Address

2690 Pandosy Street
Kelowna, BC
V1Y1V6

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+12507129438

Website

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: Chad Dux posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones - Financial Advisor: Chad Dux:

Shortcuts

Featured

Share

Category