Edward Jones - Financial Advisor: Adam Ballard

09/07/2026

At Edward Jones, we believe in purposeful work that supports brighter futures.
That’s why, on September 20, our team is coming together for something powerful.

The is more than a tradition: it’s our commitment to helping build a future without cancer.

Let’s move forward together and help finish what Terry started.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Welcome to the Team Edward Jones page. In 2026, Team Edward Jones will grow the over $1.3 million we have raised over the last 5 years in support of the Terry Fox Foundation (TFF). This year, we...

09/05/2026

Investors will be watching the September 16 Federal Reserve interest rate decision closely.

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

09/03/2026

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.

08/31/2026

Helping your child buy a home? There’s more than one financial strategy to consider.

Each approach can open the door to homeownership but could affect your finances in different ways.

The key is choosing a strategy that supports your child while staying true to your long-term financial goals.

✨Want more guidance on balancing family and finances? Reach out and let's talk.

Here’s what to consider

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.

08/27/2026

When dividing an estate, many people assume that equal means fair. But the reality is often more complex.

One child may be involved in the family business. Another may have taken on caregiving responsibilities. The challenge isn't always the decision itself but helping loved ones understand the reasoning behind it.

Family meetings can create transparency, encourage thoughtful discussion and reduce potential for misunderstandings down the road.

As a financial advisor, I often help clients prepare for these important conversations. If you'd like support or guidance, let's connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

08/27/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.

08/24/2026

For many business owners, the business represents much more than an asset. It's part of their family's legacy.

One of the biggest estate planning challenges is determining how to transfer a business to a family member while preserving its value and minimizing tax implications.

In some situations, life insurance can play a role in a corporate estate transfer strategy, helping create liquidity and support a more tax-efficient transfer of wealth.

As an advisor, I help my clients plan what comes next–for their business and their family’s next generation. If you're thinking about the future of your business, let's connect and explore your options.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

Life insurance can play a powerful role your estate planning, helping you to secure your family’s financial future.

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.

08/21/2026

The 3rd Annual Edward Jones Golf Tournament in support of the Terry Fox Foundation is just weeks away. With events running simultaneously at Lionhead Golf Course in Brampton, ON and The Wilds in Holyrood, NL, this is the biggest year yet.

Every dollar raised goes directly to advancing cancer research through the Terry Fox Foundation.

Proud to be part of an organization that rallies together in support of a cause that impacts so many families.