Edward Jones - Financial Advisor: Oliver Ferland, CFP

08/27/2026

Retirement planning isn't just about having a timeline to stop working.

It's about making financial and personal decisions that will shape your future, from saving and investing to pension choices, healthcare, and caring for loved ones.

Whether retirement is decades away or just around the corner, taking small steps today can help you feel more confident about tomorrow.

👉 Swipe through for some key questions to consider in your retirement plan.

Wondering if your retirement strategy is on track? Let’s connect and we can review it together.

How to take the next best steps to create the retirement you see for yourself.

07/30/2026

The transition from earning a paycheque to drawing from investments represents a significant shift. A structured financial plan can help transform uncertainty into clarity through a process that evolves with your life.

Effective retirement planning addresses multiple priorities:

• Housing decisions
• Travel goals
• Family support
• Preparing for unexpected costs

Regular reviews, at least annually or when circumstances change, ensure your plan reflects what's most important to you now.

This approach helps you prepare for milestones, curveballs, and cannonballs: the planned transitions, unexpected challenges, and major life events that require thoughtful reassessment. The result is confidence that your current spending and future goals can align.

At the end of the day, retirement income planning is about what your plan can enable, not what it will limit.

Let's build a retirement plan that supports what matters most to you. Reach out today to start the conversation.

Sponsor Content

07/15/2026

You’ve spent decades building your defined benefit pension — it’s a big part of your retirement story.

Understanding your options is the first step toward making confident decisions about what comes next.

This guide is designed for federal employees, and others who are weighing an important choice: staying in their pension plan or transferring the commuted value. There’s no one size fits all answer — only what’s right for your situation.

If this decision is on your horizon, let’s talk it through. I specialize in helping government employees make sense of their pension options and plan a smooth transition into retirement.

Message me to start a conversation about your retirement planning.

06/29/2026

Under new regulatory requirements called "Total Cost Reporting", investment firms and banks across Canada are now required to show you a more complete picture of investment costs — including expenses built into many common investment funds.

You may have questions, and I am here to help. With more clarity around fees, you may be better equipped to make informed decisions about your investments and financial goals.

I can help you:

• Review your investment goals
• Assess whether your current investments still suit your needs
• Identify opportunities to optimize

Schedule an appointment with me and let's review your portfolio together.

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

05/29/2026

What if I told you that investing and financial planning aren't the same thing? Most people use these terms interchangeably, but they're actually very different. Investing is choosing where to put your money to grow. Financial planning is the comprehensive blueprint that gives your money purpose and it is made up of seven key components that examine every aspect of your life.

If you'd like to explore what a complete financial plan looks like for your unique goals, I'm here to help.

04/06/2026

I'm deeply grateful to share that Edward Jones has been recognized as the No.1 Wealth Management Firm for Advised Investor Satisfaction in the JD Power 2026 Canada Investor Satisfaction Study, our 10th award in 14 years! 🏆

What makes this recognition especially meaningful? It came directly from our clients. They rated us highest in:

• Trust
• People
• Products meeting their needs
• Ease of doing business

This demonstrates what I've always believed: When you truly understand what your clients are trying to achieve — their goals, their concerns, their dreams for their family — everything else falls into place.

To my clients: Thank you for your trust. This recognition belongs to you and reflects the relationship we've built together.

If you've been considering personalized financial guidance, let's talk about your future. I'd welcome the opportunity to show you the difference this approach can make.

For JD Power 2026 award information, visit jdpower.com/awards

01/21/2026

Opportunities aren’t limited to Canada and the U.S. In 2026, momentum is building across Europe and Japan, with earnings growth expected globally. Diversification beyond North America can help reduce risk and capture growth. Let’s review your portfolio to ensure it’s positioned for global opportunities.

Check out our full 2026 outlook for more global market insights.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends.

11/18/2025

Our team at Edward Jones Canada has reviewed the recent Budget 2025 announcement and put together a report highlighting the key changes.

Reach out to me, if you have questions or would like to discuss how the changes might impact your financial goals.

To help you understand the potential impact of the 2025 budget on your financial strategy, read our summary and key takeaways for individuals and small businesses.

10/17/2025

When you or a loved one live with a disability, your financial plan may need extra care, comfort, and confidence.

A Registered Disability Savings Plan (RDSP) can provide all three, offering tax-sheltered growth, flexible withdrawals, and government grants and bonds that can boost your savings. With an RDSP, you can save a lifetime maximum of $200,000 - and use the funds for healthcare, retirement, or other living costs.

Wondering if this is right for you? You don’t have to navigate it alone. Reach out today and we can review your options together.

Saving for the future of a person with disabilities? Talk with a financial advisor about RDSPs.www.edwardjones.ca/ca-en

09/11/2025

Need life insurance that works for your needs and your budget?

Term life insurance offers affordable, temporary coverage with flexible terms to help provide protection for your loved ones.

It’s a great fit for short-term needs or limited budgets, especially for young families, new homeowners, or early-career professionals.

✔️ Lower initial premiums
✔️ Flexible term options
✔️ Option to convert to permanent coverage

Want help understanding your options? Let's talk.

Insurance and annuities are offered by Edward Jones Insurance Agency (except in Québec). In Québec, insurance and annuities are offered by Edward Jones Insurance Agency (Québec) Inc.