Edward Jones - Financial Advisor: Chad Dux

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

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed r...
10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, s...
10/31/2026

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, strategy, and goal-setting—no tricks, just treats! Have a safe and happy Halloween.

10/28/2026

he Bank of Canada has raised its policy rate to 2.5%.

While rate changes can create uncertainty, they can also be a good reminder to revisit your financial plan. Whether you're managing debt, building savings, investing for the future, or planning for retirement, understanding how today's rate environment may affect your goals is important.

If you have questions about how higher interest rates may affect your financial plan, let's talk.

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks
10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

10/21/2026

Financial caregiving can take a toll on Canadians. In research we conducted with Age Wave and The Harris Poll 2026, we found that nine in 10 caregivers spend their own money on a loved one's care, and the sacrifices go well beyond dollars.

If you're navigating this, reach out and let's build a plan together.

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher ...
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.

10/14/2026

What might investors make of the Federal Reserve's first rate hike since 2023?

Our Principal, Head of Investment Strategy Mona Mahajan breaks down the key takeaways from the September meeting, including the path for future rates, the inflation outlook and what continued economic resilience could mean for markets.

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

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810/1708 Dolphin Avenue
Kelowna, BC
V1Y9S4

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+12507129438

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