Lila Day - Financial Advisor - Edward Jones

06/03/2026

It’s National Accessibility Week, a time to recognize the ongoing efforts that help make our communities more accessible and inclusive. 🤝

At Edward Jones, we are committed to weaving accessibility into our processes, technology and culture to create a firm where clients and colleagues with disabilities feel welcomed, valued and empowered to fully achieve their career and financial goals.

Every step toward greater accessibility matters, and this week is a reminder of the progress being made and the work that continues.

06/02/2026

June is National Indigenous History Month, a time to honour the rich cultures, histories, and contributions of First Nations, Inuit, and Métis peoples across Canada.

Like the related Indigenous philosophy that encourages individuals consider the impact of their decisions seven generations into the future, our purpose-driven firm strives to create positive generational impact.

This month offers an opportunity to learn, reflect, and recognize the strength and resilience of Indigenous communities. Understanding the past and celebrating the present helps support a future built on respect and meaningful relationships.

05/04/2026

The decision about when to start OAS and how to coordinate it with your other income sources isn't something you should figure out on your own. It's a complex decision with long-term implications.

Many factors influence what makes sense for you. Your current tax rate, your total retirement income, your health, and even your lifestyle all play a role in determining the optimal timing. Some retirees benefit from delaying to avoid the clawback. Others need the income sooner to maintain their desired lifestyle.

The goal isn't just to maximize your OAS benefit. It's to create a coordinated retirement income strategy that supports the life you want to live.

I can help you understand your options and create a strategy that fits your situation.

05/03/2026

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.

05/02/2026

Many couples assume they'll figure out the financial details as they go. But when one or both partners bring significant assets, a business, or dependents into the relationship, those "figure it out later" conversations can become complicated fast.

This is where discussing expectations early can make a real difference. A cohabitation agreement prevents misunderstandings around spending, saving, and shared costs. It gives you both a clear foundation to work from.

And here's the bigger picture: creating this agreement often leads to the kind of financial conversations that support long-term planning. When you're aligned on how to handle money day to day, you're better positioned to work toward bigger goals together, whether that's buying a home, saving for retirement, or building an emergency fund.

If you're moving in together and want guidance on aligning your financial decisions with your shared goals, reach out. We can help build a foundation that works for both of you.

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.

04/24/2026

I wanted to share an article featuring Julie Petrera, Director of Financial Planning at Edward Jones Canada, on the topic of Canadians struggling with retirement despite continuing to save.

People are saving, but they're uncertain about whether they're on the right track. This is where I can help.

I can work with you to develop an RRSP or retirement plan that prioritizes what matters most to you and adapts as your life changes.

If you’d like to talk through what this could look like for you, I’d be happy to connect.

Survey finds most adults contribute to RRSPs despite confusion over tax benefits, withdrawals and long-term strategy

04/13/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

04/10/2026

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.

Hear Scott Sullivan, Principal, Canada Business Segment Leader at Edward Jones, share what this recognition means.

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

04/10/2026

Cross-border tax filing requires cross-border expertise.

Living in Canada as a U.S. citizen or Green Card holder means navigating two tax systems simultaneously. Effective planning typically requires a team: your financial advisor coordinating with cross-border tax professionals, often both a Canadian CPA and a U.S. CPA or enrolled agent.

I work alongside your qualified tax and legal professionals to help you build coordinated financial strategies that account for both jurisdictions. Reach out to discuss your cross-border planning needs.

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

Living in Canada as a U.S. citizen or Green Card holder? Discover the tax challenges you need to know when dealing with two tax systems.