Edward Jones - Financial Advisor: Matthew D Elliott

Edward Jones - Financial Advisor: Matthew D Elliott Edward Jones is a financial - services firm dedicated to serving the needs of individual investors.

I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With many advisors across the United States and through the firm’s affiliate in Canada*, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing ind

ividualized strategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/matthew-elliott for more information.

* Edward Jones is a limited partnership in Ontario, Canada, and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership (“Jones US”). Jones US and its parent do not guarantee the obligations or liabilities of Edward Jones.

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets...
05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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

One of the most helpful exercises families can do when budgeting is distinguishing between needs and wants. Your mortgag...
05/27/2026

One of the most helpful exercises families can do when budgeting is distinguishing between needs and wants. Your mortgage or rent, groceries, utilities, and transportation costs are essential. They keep your household running.

But wants aren't bad. Dining out, travel, and gifts for family and friends add meaning to life. The key is setting boundaries around them so they don't pull you off course from what's most important to you.

When you prioritize together as a family, you build healthier financial habits. Small adjustments in your discretionary spending can create meaningful savings over time without feeling like deprivation.

If you're looking to align your family's spending with your values and goals, let's talk. We can help you create a budget that reflects what matters most.

These considerations can help you get a handle on how you spend money each month.

Stocks continue to climb despite rising rates.
05/23/2026

Stocks continue to climb despite rising rates.

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

The way most people think they spend money and the way they actually spend it can be surprisingly different. You might a...
05/20/2026

The way most people think they spend money and the way they actually spend it can be surprisingly different. You might assume you're only spending a certain amount on dining out or subscriptions, but when you track it, the reality often looks quite different.

That's why the first step in creating a balanced family budget is simply knowing where your money goes each month. Not judging it. Not changing it yet. Just understanding it. Track your income, your essential expenses, your debt payments, and yes, the money you spend on things that make life enjoyable.

Having a clear picture of your spending habits can help you gain more control. And having more control can help reduce financial stress and can help you make better decisions about what matters most to your family.

If you'd like help getting a clear view of your financial situation and creating a plan that works for your family, reach out. We can walk through it together.

These considerations can help you get a handle on how you spend money each month.

As we know, markets this year have been robust. In fact, despite near 10% corrections in both the S&P 500 and Canadian T...
05/16/2026

As we know, markets this year have been robust. In fact, despite near 10% corrections in both the S&P 500 and Canadian TSX in March, and ongoing uncertainty around the Iran war and oil prices, stocks are back near all-time highs.

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

Most people think of budgeting as managing what's happening right now. But a balanced budget can help do something more ...
05/13/2026

Most people think of budgeting as managing what's happening right now. But a balanced budget can help do something more important. It creates room for your future.

Finding that little "extra" each month can mean a lot as you move toward reaching your long-term financial goals, like retirement. When you free up even small amounts through smarter spending choices, that money can go toward education savings for your children, building an emergency fund, or contributing more to retirement accounts.

This is where budgeting stops being about restriction and becomes about possibility. It's not just tracking expenses. It's making sure your daily financial decisions support the life you want to build over the next 10, 20, or 30 years.

If you'd like to understand how your day-to-day budget connects to your bigger financial picture, let's have a conversation. I can help you see a path from where you are today to where you want to go.

These considerations can help you get a handle on how you spend money each month.

While geopolitics continue to dominate headlines, markets have increasingly refocused on underlying economic and earning...
05/09/2026

While geopolitics continue to dominate headlines, markets have increasingly refocused on underlying economic and earnings fundamentals, pushing U.S. equities to new record highs.

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

If you're facing a job transition right now, I want you to know: this is a moment to pause, not panic.Losing a job bring...
05/06/2026

If you're facing a job transition right now, I want you to know: this is a moment to pause, not panic.

Losing a job brings uncertainty, not just about your career, but about managing the financial pieces too. Questions like:

• When should I file for EI benefits?
• What happens to my health insurance and retirement savings?
• How do I adjust my budget without sacrificing what matters most?

These are real questions that deserve thoughtful answers, not rushed decisions. You have options, and you don't have to figure them out alone.

Life throws curveballs. My job is to help you respond with a strategy that works for you.

Need someone to talk through your options? Send me a message. Let's work through this together.

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

Earnings are in the driver’s seat. Strong and accelerating corporate profits are offsetting headwinds from higher energy...
05/02/2026

Earnings are in the driver’s seat. Strong and accelerating corporate profits are offsetting headwinds from higher energy prices, inflation pressures, and central bank uncertainty.

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

Inheriting money often brings a mix of emotions, gratitude, grief, and sometimes pressure to make the “right” decisions....
04/29/2026

Inheriting money often brings a mix of emotions, gratitude, grief, and sometimes pressure to make the “right” decisions.

If you’re unsure where to begin, taking time to reflect on your priorities can help you move forward with confidence. I can walk you through strategies that support both your immediate needs and long‑term goals.

Reach out to book a meeting.

Have you thought about what you'd do if you received a lump sum inheritance?

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361 St Laurent Boulevard
Ottawa, ON
K1K2Z7

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