Scott Foster-Edward Jones

06/01/2026

Life's transitions can change everything.

Natalia's journey, part of our Edward Jones Client Stories, captures what it means to have a trusted advisor by your side, someone who helps your financial decisions feel clear and confident.

I'm here to help you create tailored plans that adapt to every stage of your journey. Reach out to get started.

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/31/2026

Helping your child buy a home is meaningful. For many parents, it's a natural extension of supporting their children through major life milestones. But it should fit within a sustainable plan that protects your own financial future.

Before you commit, review your retirement needs. Can you afford to part with this money without affecting your lifestyle in retirement? What about emergencies or potential caregiving needs down the road?

Consider how this support today affects your other goals. Are you delaying something important for your own future? Could this impact your ability to maintain your home, travel, or cover healthcare costs as you age?

Planning ahead helps you balance generosity with financial security. It means you can help your child in a way that doesn't create stress or limitations for you later. A structured approach provides clarity for both you and your child about what's possible and what expectations make sense.

If one of your goals is to help your children financially, let's plan for it. I can help you understand what you can comfortably afford while protecting your own long-term security.

05/30/2026

If you're planning to move in with your partner, you might be wondering what a cohabitation agreement actually is. Think of it as a clear, written understanding of how you'll handle finances, property, and responsibilities while living together.

A cohabitation agreement typically covers practical questions like:
• Who's responsible for the mortgage or rent?
• How will you split ongoing bills and utilities? What happens to property you each owned before moving in together, or things you buy jointly?
• How will you handle existing debt, and who's responsible for debt you take on together?

The goal isn't to plan for the worst. It's to create clarity so you can focus on building your life together without financial uncertainty getting in the way.

If you're considering moving in with your partner and want to understand how a cohabitation agreement fits into your broader financial picture, let's talk. I can help you think through the financial decisions that matter most.

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?

05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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

05/29/2026

If you’re saving for a child’s post‑secondary education, an RESP can be an effective way to build those savings.

It offers tax‑deferred growth, and a portion of the withdrawals are typically taxed in the student’s hands, often at a low rate. Families may also benefit from the Canada Education Savings Grant, which adds government contributions to help boost savings even further.

If you’d like guidance on how to make the most of an RESP, I can walk you through your options.

Reach out to book a meeting.

05/28/2026

In 1980, Terry Fox started a marathon against cancer. Together, we can end it.

Whether you walk, run, or cheer from the sidelines, every bit of support brings us one step closer to finishing Terry’s marathon against cancer. Join us for the 46th annual Terry Fox Run on September 20, 2026.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Welcome to the Team Edward Jones page. In 2026, Team Edward Jones will grow the over $1.3 million we have raised over the last 5 years in support of the Terry Fox Foundation (TFF). This year, we...

05/28/2026

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.

Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.

So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.

If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)

05/27/2026

If you’re planning your TFSA contributions, this is a great time to revisit your strategy.

I’m here locally to help you make the most of your tax free room.

05/26/2026

U.S. retirement to RRSP transfer? The math isn't 1:1.

A $100,000 withdrawal faces 30% U.S. withholding tax, leaving you $70,000 to deposit. But to offset the full tax impact in Canada, you need to contribute the entire $100,000 to your RRSP.

I work with clients and their qualified tax professionals to help you understand the true cost and cash flow requirements upfront.

Let's evaluate whether an RRSP transfer makes sense for your situation.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice.

If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.