Edward Jones - Financial Advisor: Kim Follis

09/02/2026

What I'm hearing from individuals who are looking towards retirement:

“We’re earning well — but are we doing the right things at this stage?”

This is one of the most common concerns.
Your last decade of work is hugely valuable. Small strategic adjustments now can create long‑term clarity and confidence.

Ready for clarity? Let's review your retirement strategy today.
Kim Follis
519-371-1956
[email protected]

08/31/2026

Shift work, overtime, multiple roles… healthcare income isn’t always straightforward.
That’s exactly why underinsurance is so common.

Small adjustments can make a big difference.
Call me today for a confidential review of your coverage: 519-371-1956

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

Why Retirement Income Planning Is More Than Just Saving

You can save your whole life and still be surprised by how taxes, benefits, and withdrawals work in retirement.

Coordinating CPP timing, pension options, RRIF withdrawals, and non registered accounts is where significant long-term savings often come from.

It’s not just about having money saved — it’s about creating a strategy for how to use it.

For a confidential discussion on your strategy, call Kim at 519-371--1956.

08/26/2026

One of the most valuable retirement tools isn’t an investment — it’s flexibility.

Households with strong incomes and no dependents often benefit from a “flexible income plan” that maps out:
• core living expenses
• variable lifestyle expenses
• timing of travel, home updates, or big purchases
• how to fund unexpected opportunities

Flexibility helps keep your plan steady even when markets or tax rules shift. Call Kim to discuss your retirement income strategy. 519-371-1956.

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

We’re not sure if our investments are structured properly.”

Most couples I meet aren’t looking for the “next big investment.”
They want clarity.
They want to know:
• Do we have too much of one sector?
• Are we taking too much (or too little) risk?
• Should we be rebalancing more often?
• Will our portfolio support us for 30+ years?

Structure matters more than headlines.
A well built portfolio is designed to support your real life — not react to every market movement.

Ready for clarity? Call Kim at 519-371-1956.

08/17/2026

Tax efficient wealth transfer.

There is real value in having a structured plan for how your wealth transitions to the next generation. Without thoughtful planning, families can face avoidable taxes, delays, and added stress.

A coordinated approach helps you:
• preserve more of your estate
• simplify decisions for loved ones
• ensure your wishes are carried out clearly
• create a smooth, organized transition

Tax efficient planning isn’t just financial — it’s a legacy decision. Call Kim to discuss your estate transfer strategy, 519-371-1956.