Daniel Valois - Edward Jones

09/08/2026

Received a Workforce Adjustment (WFA) notice? You’re not alone — and you don’t have to figure this out by yourself.

For federal employees, a WFA often comes with big questions about your pension, early retirement, or what’s next in your career. It’s a lot to process.

If you want to discuss your options, especially around your defined benefit pension, I’m here to help you think it through.

No pressure. No sales pitch. Just support during a challenging transition.

When you retire or change employers, you may face a significant financial decision: Should you stay in your pension plan, or transfer the assets to accounts under your control?www.edwardjones.ca/ca-en

09/04/2026

When it comes to your pension, the decision often comes down to one thing, do you prioritize predictable lifetime income or control and flexibility?

Staying in a defined benefit pension provides income based on the plan rules and removes the need to manage investments yourself.

Taking the commuted value gives you more control over your capital, flexibility in how withdrawals are planned within limits, and opportunities for estate planning. It also means taking responsibility for investment outcomes.

The suitable choice depends on your comfort with investment risk, your other retirement income, and what you want your plan to look like long term.

If you’re weighing these options, I’m happy to talk it through with you.

When you retire or change employers, you may face a significant financial decision: Should you stay in your pension plan, or transfer the assets to accounts under your control?www.edwardjones.ca/ca-en

09/02/2026

When people hear the term investment risk, they often think of market volatility.

In reality, risk is much broader. It can include inflation, changing interest rates, economic conditions, currency fluctuations, and credit risk—all of which can affect your investments over time.

Let's review your financial plan and build an investment strategy that's right for you.

Learn why it's important to determine your risk comfort level.

09/02/2026

Looking for a simple way to build a diversified investment portfolio?

With exchange-traded funds (ETFs), you can own a broad mix of investments with a single purchase. Most ETFs are designed to track a market index, which makes them a lower-cost way to invest across a range of asset classes.

Wondering whether ETFs belong in your investment strategy? Give me a call and let's talk it through.

What are exchange-traded funds and how do they work? Get all the facts and information you need to understand these funds.

08/31/2026

Missed our "Doing money differently: Tax planning strategies that work" webinar? You can still catch all the valuable insights on demand.

Julie Petrera, Director of Financial Planning, shared practical tax planning strategies that help you keep more of what you earn, including tax-loss selling insights, asset location approaches, and household-level planning strategies that make a real difference.

Whether you're building your investment portfolio, planning for retirement, or simply looking to optimize your tax strategy, this session offers useful guidance you can begin applying right away.

This webinar is informational only. Edward Jones, its employees and financial advisors, cannot provide tax or legal advice.

Wednesday, March 25, 2026 at 4:00 PM Eastern Daylight Time.

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

Many Canadians say leaving a meaningful legacy is important, but for many, the path forward isn’t always clear.

🔹 29% say the biggest barrier is documenting their wishes
🔹 25% haven’t yet defined what legacy means to them

These insights come from a recent study conducted by Edward Jones, which highlights how legacy planning continues to challenge Canadians across generations.

For those 55+, the challenges grow more complex:

• Clearly expressing their intentions
• Balancing financial needs with personal values
• Navigating family dynamics

And while some turn to professionals, just as many rely on friends and family—or no one at all.

Legacy planning doesn’t have to be overwhelming. Let’s start with a conversation about what matters most to you.

Research uncovers what legacy Canadians want to leave and the obstacles ahead.

08/26/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

08/24/2026

Money is a major source of stress, especially when markets or life circumstances change.

A financial plan can help. Research shows that Canadians who work with a financial planner feel more confident and less anxious about money. Planning builds resilience and helps give a sense of stability, even in uncertain times.

As an advisor, I empower clients to take charge of their finances and their future.

👉 Let’s work together to build a plan that helps you feel secure - and that your goals are within reach.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.