Edward Jones - Financial Advisor: Filipe de Souza

11/15/2025

We believe diversification matters in this backdrop, and we see opportunities in U.S. large-cap and mid-cap stocks, the Canadian materials and energy sectors, and emerging-market stocks, to balance U.S. technology exposure.

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

11/10/2025

The latest Market Compass is now live.

From tariff tensions to tech rallies, we’re seeing signs of market volatility — but also opportunity.

In this update, we cover:

✅ What’s driving current market swings
✅ Three actions investors can take now: Rebalance, Diversify, and Add Quality

Volatility doesn’t have to mean uncertainty. With the right strategy, it can be a chance to strengthen your portfolio.

🎥 Watch now and connect with me to help make sure your investments are aligned with your long-term goals.

Market Compass helps keep you in the know about what's happening now and what we think may unfold in the near future.

11/08/2025

Equity markets pulled back to start November as AI enthusiasm appeared to hit a valuation speed bump.

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

11/06/2025

Our team at Edward Jones Canada has reviewed the recent Budget 2025 announcement and put together a report highlighting the key changes.

Reach out to me, if you have questions or would like to discuss how the changes might impact your financial goals.

To help you understand the potential impact of the 2025 budget on your financial strategy, read our summary and key takeaways for individuals and small businesses.

11/03/2025

Estate planning is about more than documents — it’s about meaningful conversations with the people who matter most.

If you missed our webinar “Laying the groundwork: Family conversations as the first step in estate planning” with Tracey McLennan, Director of the Client Consultation Group at Edward Jones, the recording is now available to watch.

It’s full of practical insights on how to start family conversations that help preserve your legacy and protect your loved ones.

This seminar is informational only. Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. You should consult a qualified tax specialist or lawyer for professional advice regarding your situation.

11/01/2025

Markets brushed off the Halloween scaries to close October close to record highs.

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

10/30/2025

Do you or a loved one qualify for the Disability Tax Credit?

Then you might also benefit from a Registered Disability Savings Plan (RDSP). This could be a helpful way to build long-term savings.

RDSPs are designed to provide:

🌱Tax-sheltered growth
🍁 Access to government grants and bonds
✅ Flexible withdrawals for healthcare, retirement, or living costs

Saving for the future of a person with disabilities? Talk with a financial advisor about RDSPs.www.edwardjones.ca/ca-en

10/27/2025

Even as Canadians place high importance on leaving a meaningful legacy, the process often raises more questions than answers.

A recent study conducted by Edward Jones reveals that while aging tends to bring legacy planning into sharper focus, key obstacles—like uncertainty and lack of clarity—still stand in the way.

📄 29% of Canadians say documenting their wishes is the biggest hurdle in legacy planning.
💬 25% admit they haven’t yet considered what legacy means to them.

Whether it’s passing down values, supporting loved ones, or creating lasting memories, legacy planning is deeply personal.

If you're unsure where to begin, you're not alone. Let’s talk about how to document your wishes and build a legacy that reflects what matters most to you.

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

10/25/2025

Bull market turns 3 — Since bottoming in October 2022, the S&P 500 has gained 90% and the TSX 67%, an impressive run but not unusual by historical standards.

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

10/23/2025

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.

10/18/2025

After a six-month steady move higher, the S&P 500 and Canadian TSX indexes face challenges, including ongoing trade tensions between the U.S. and China, the ongoing U.S. government shutdown, and emerging concerns about small regional banks' credit quality.

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