Edward Jones - Financial Advisor: Roger Wardell

09/09/2026

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.

09/08/2026

Join our Get-to-know Edward Jones event hosted by local Edward Jones financial advisors. You’ll have the opportunity to learn about:
• Our practice models, training, support, compensation, and culture
• How advisors and professionals build sustainable, long-term careers
• How Edward Jones compares, and more
Enjoy light appetizers and take the time to explore what might be next for you.

Event Details
• Place: Markland Wood Golf Club – 245 Markland Drive Etobicoke, ON M9C 1R1 Willow Room
• Date: Wednesday November 4, 2026
• Time: 6PM – 8:30PM
• Register by email: [email protected]
RSVP by: October 16, 2026

09/07/2026

Spousal RRSPs can help to level out household income, both now and in retirement.

The higher-earning spouse contributes and claims the tax deduction at their marginal tax rate, while the lower-earning spouse owns the account and pays tax on future withdrawals, typically at a lower rate. This strategy works particularly well when there's an income gap between partners or a significant age difference.

I help couples evaluate whether spousal RRSPs fit their retirement income strategy. Reach out to discuss your situation.

Income splitting is a strategy to level out income earned by spouses to reduce tax bills.

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

At Edward Jones, we believe in purposeful work that supports brighter futures.
That’s why, on September 20, our team is coming together for something powerful.

The is more than a tradition: it’s our commitment to helping build a future without cancer.

Let’s move forward together and help finish what Terry started.

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...

09/01/2026

Many people associate “financial planning” with investing, but there’s much more to it. Investing is an important tool, but real financial planning starts with understanding what matters most to you. I help clients look at their goals, the costs involved, how much they need to save, and how to protect what’s important along the way.

A strong plan brings together savings, spending, cash flow, risk management and long‑term priorities so your money supports the life you want to build.

If you’re ready to create a plan with purpose, reach out, I’m here to help.

08/31/2026

Trip to Wonderland: A recent trip to Canada's Wonderland got me thinking about financial planning. The biggest roller coaster in the park isn't for everyone, and neither is every financial approach.

A good financial plan starts with understanding your goals, your priorities, and what you want your future to look like. My job is to help clients navigate the ups and downs along the way, so they can make informed decisions and stay focused on what matters most to them.

After all, success isn't about finding the most exciting ride. It's about getting where you want to go.

And if you were wondering... the Horse Carousel is still my must-ride at Canada's Wonderland. Sometimes the classics never go out of style.

08/29/2026

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.

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

08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.