Dennis McDonald, FMA, CIM Edward Jones Investments

09/07/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

09/06/2026

As you face your upcoming liquidity event, you’re no doubt hearing a lot of different opinions. You’re no doubt getting slammed with different opinions. It all comes down to strategy. Building around your life goals is how I can help. I’m here with a coordinated team to look at various scenarios for you.

09/05/2026

With this upcoming liquidity event, you may be looking at a big financial decision. I can help you make sense of the options. Tell me what’s important to you, and we’ll run several scenarios to discuss. Reach out soon.

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.

09/04/2026

Financially fulfilled Canadians don't just feel different about money. They plan differently, prioritize differently, and they're far more likely to have someone in their corner.

New 2026 research from Edward Jones and Gallup found that 74% of financially fulfilled Canadians sought financial guidance from a professional financial advisor in the past year, compared to just 26% of those who are financially stressed.

Fulfilled Canadians are more likely to have:

• Emergency savings
• A retirement plan
• Funds set aside for major expenses

For those who are financially stressed, the focus is foundational:

• Reducing debt
• Building income
• Creating stability

The difference between stressed and fulfilled often comes down to having a clear plan and the right guidance to follow through on it. If you're ready to move from managing money to making it work toward what matters most to you, let's talk. Book a call with me today.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

Read our research on how values and emotions shape our relationship with money.www.edwardjones.ca/ca-en

09/03/2026

💡 Not all investment income is taxed the same, and interest income is usually the least tax-efficient of them all.

If you're earning interest income within a savings account or hold GICSs or bonds in your portfolio, it's worth understanding exactly how they're taxed, and what that means for your overall investment strategy.

Watch to learn how savings accounts, GICs and bonds are taxed.

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.

09/02/2026

Received a Workforce Adjustment (WFA) notice? You’re not alone — and you don’t have to figure this out by yourself.

For federal employees, a WFA often comes with big questions about your pension, early retirement, or what’s next in your career. It’s a lot to process.

If you want to discuss your options, especially around your defined benefit pension, I’m here to help you think it through.

No pressure. No sales pitch. Just support during a challenging transition.

When you retire or change employers, you may face a significant financial decision: Should you stay in your pension plan, or transfer the assets to accounts under your control?www.edwardjones.ca/ca-en

09/01/2026

If you’re a federal employee impacted by workforce adjustment, you’re likely facing pension questions you weren’t planning to answer just yet.

Stay in the Public Service Pension Plan or take the commuted value? It’s a big decision.

You don’t have to figure this out alone. I help federal employees understand their pension options and make decisions that fit their health, taxes, and retirement goals.

If you’re looking for calm, clear guidance during this transition, I’m here to help.

When you retire or change employers, you may face a significant financial decision: Should you stay in your pension plan, or transfer the assets to accounts under your control?www.edwardjones.ca/ca-en

08/31/2026

New Total Cost Reporting requirements, set by the Canadian Securities Administrators (CSA) and Canadian Investment Regulatory Organization (CIRO), mean your 2026 annual cost report will include a more complete breakdown of what you pay to invest — including fund-level expenses that weren't previously visible on your statement.

This is an industry-wide change designed to improve transparency and help you make more informed decisions. And as your Financial Advisor, I want to make sure we're using this moment to confirm your investments are still aligned with your goals, timeline, and values.

Book an appointment today to review your portfolio and let's discuss what these changes mean for you.

Starting in January 2027, your 2026 annual costs report will be enhanced to offer a clearer picture of what you pay to invest.

08/30/2026

One thing that often gets overlooked in pension decisions is what happens after you’re gone.

For federal employees and others, choosing between staying in a defined benefit pension or taking the commuted value, estate planning can play a big role.

Staying in the pension usually means payments stop at death. Even survivor benefits are typically reduced, and there may be nothing left to pass on.

Taking the commuted value means the money remains yours in a Locked-In Retirement Account (LIRA) or similar account, and any remaining funds can usually go to your beneficiaries.

Your pension choice isn’t just about income today; it’s about your family’s future as well. If you’re thinking about how this fits into your overall plans, I’m happy to help you talk it through.

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning lawyer or qualified tax advisor regarding your situation.

When you retire or change employers, you may face a significant financial decision: Should you stay in your pension plan, or transfer the assets to accounts under your control?www.edwardjones.ca/ca-en