Edward Jones - Financial Advisor: Roger Wardell

11/03/2026

Many people think financial planning means picking investments, but investing is just one piece of a much bigger picture.

A real financial plan starts with your goals:

• Paying for your child's education
• Buying that dream cottage
• Retiring on your terms
• Leaving a legacy

Those goals are supported by a strategy where seven components work together:

✅ Financial management
✅ Asset management
✅ Tax considerations
✅ Retirement planning
✅ Risk management
✅ Estate planning
✅ Business planning

Alignment across these areas is what turns a strategy into a real plan.

Let’s talk about building a plan that puts you in control of your financial life.

10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

10/30/2026

Take a look at the Edward Jones of today.

A Firm with real national scale yet local enough to build meaningful relationships. It's a rare combination. And it's growing.

If you're an experienced advisor who's built something real but feels like you're doing it without the right support, modern technology, or an inclusive and collaborative culture
behind you — let's have a conversation.

DM me directly - would love to connect.

10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

10/15/2026

It's okay to pause. Take a breath.

Watch this little piece of nature I captured earlier this week in Collingwood and Blue Mountain, Ontario. Listen. Let your mind wander for a moment.

Sometimes, the best thing you can do for yourself is step back, slow down, and simply be.

Enjoy this moment. Then take a breath and tackle the rest of your day with vigour.

10/13/2026

Golf has a way of bringing people together, and that's exactly what made this event so special.

I was pleased to join friends at the Corbrook and Community Living Toronto Charity Golf Tournament at Glen Eagle Golf Club.
Both organizations are committed to helping people with intellectual disabilities exercise choice, build independence, and participate fully in their communities.

Having previously served on the board of Community Living Mississauga, I'm well aware of the important role organizations like these play in creating more inclusive and welcoming communities for everyone.

A great day, a great cause, and a great reminder of the impact community organizations can have when people come together around a shared purpose.

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

10/05/2026

Old Age Security (OAS) and Retirement Income: A Topic Generating Growing Debate. One of the benefits of attending industry conferences is hearing different viewpoints on the same issue.
At the 8th Annual CIFP Retirement & Investment Conference in Toronto, there was no shortage of discussion about the future of retirement in Canada.

Among the highlights was hearing from Anthony Quinn, President of CARP (The Canadian Association of Retired Persons), along with other speakers who shared varying perspectives on the long-term outlook for programs such as Old Age Security (OAS).

One thing was clear: this is a topic generating increasing discussion and debate. While opinions differed, many speakers agreed that issues surrounding retirement income programs are likely to remain part of the conversation for years to come.

The more perspectives I can gather and the more informed I can remain, the better equipped I am to help individuals and families explore the questions and opportunities that often arise as they prepare for retirement and the years that follow. Whether opinions aligned or differed, the discussions reinforced the value of staying curious, continuing to learn, and understanding the issues that may shape retirement planning conversations in the years ahead.

10/03/2026

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term measures showed further moderation.

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