Edward Jones - Financial Advisor: Matthew D Elliott

09/02/2026

Facing an unexpected job transition? You don't have to navigate it alone.

The financial adjustments following a layoff can feel overwhelming. Important steps to consider:

• File for Employment Insurance quickly; the process takes time
• Review your severance and benefits coverage timeline
• Understand your retirement account options (Group RRSP, DPSP, pension plans)
• Adjust your budget while exploring other income sources

There's no one-size-fits-all approach to managing life's transitions. Whether you're evaluating insurance options, deciding what to do with retirement savings, or prioritizing your next steps, having a trusted advisor who understands your complete financial picture makes all the difference.

Reach out and let's discuss your options.

Here are some financial steps to keep you on track as you carve a new path ahead in your career.

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.

08/28/2026

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

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

08/26/2026

Ottawa's proposed national sovereign wealth fund, the Canada Strong Fund, is generating a lot of headlines. Before drawing any conclusions, it's worth pausing on what we actually know, and what we don't.

The details that matter most to investors are still undefined. Governance structures, safeguards against political influence, liquidity terms, lockup periods and realistic risk and return expectations have not been established. The fund's focus on areas where private capital hasn't stepped in suggests these investments may carry meaningful risk. And unlike Norway's sovereign wealth fund, which invests globally and excludes direct retail participation, the Canada Strong Fund would invest domestically and include a retail investor component. That's a significant distinction.

A strong financial plan doesn't react to headlines. It's built on quality investments, diversification and a long-term perspective grounded in your goals, your timeline and your comfort with risk. Those principles don't change because of a political announcement.

If you'd like to talk through what this means for your plan, reach out and let's talk.

Learn about what Canada's proposed Sovereign Wealth Fund means for your financial plan.

08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

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

08/19/2026

Did you know dividends from Canadian companies can qualify for preferential tax treatment through the dividend tax credit depending on your individual circumstances? That's different from foreign dividends, which are generally taxed as ordinary income and may not qualify for the same tax credit treatment. It's an important distinction that can shape your overall tax picture.

As part of our tax planning strategies webinar series, we're breaking down practical insights like these, because smart financial planning matters all year long, not just at tax time. I can work with your tax professional to help make sense of what this means for your specific situation. Let's connect.

Edward Jones, its employees and financial advisors, do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

08/15/2026

Inflation has displayed an encouraging trend.

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

08/12/2026

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

Read through your options