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U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher ...
10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

Old Age Security (OAS) doesn't exist in isolation. It interacts with all your other retirement income sources, and under...
10/15/2026

Old Age Security (OAS) doesn't exist in isolation. It interacts with all your other retirement income sources, and understanding these interactions helps you make smarter decisions about your overall retirement strategy.

Here's what to know: OAS benefits may be reduced if your income exceeds certain thresholds. This is called the OAS recovery tax or clawback. For every dollar you earn above the threshold, you lose 15 cents of your OAS benefit.

This means the way you manage your pension income, RRSP/RRIF withdrawals, investment income, and even part-time work can all affect how much OAS you actually keep. Some retirees are surprised to discover that a larger RRIF withdrawal or investment gain pushes them into clawback territory.

Planning your withdrawals, pensions, and savings together helps optimize your retirement income mix. When you coordinate all your income sources strategically, you can often keep more of what you've earned.

If you want to understand how your OAS will work alongside your other retirement income, let's have a conversation. I can help you see the full picture and make decisions that work together.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)

If you're planning to move in with your partner, you might be wondering what a cohabitation agreement actually is. Think...
10/12/2026

If you're planning to move in with your partner, you might be wondering what a cohabitation agreement actually is. Think of it as a clear, written understanding of how you'll handle finances, property, and responsibilities while living together.

A cohabitation agreement typically covers practical questions like:
• Who's responsible for the mortgage or rent?
• How will you split ongoing bills and utilities? What happens to property you each owned before moving in together, or things you buy jointly?
• How will you handle existing debt, and who's responsible for debt you take on together?

The goal isn't to plan for the worst. It's to create clarity so you can focus on building your life together without financial uncertainty getting in the way.

If you're considering moving in with your partner and want to understand how a cohabitation agreement fits into your broader financial picture, let's talk. I can help you think through the financial decisions that matter most.

Edward Jones financial advisors are not lawyers and cannot provide legal advice. A cohabitation agreement is a legally binding document that should be created with the assistance of a qualified lawyer or legal professional. We can help you understand how your financial decisions today connect to your long-term goals and work alongside your legal advisor to support your overall financial strategy.

Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let's first ask, what is a cohabitation agreement?

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.
10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

Ottawa's proposed national sovereign wealth fund, the Canada Strong Fund, is generating a lot of headlines. Before drawi...
10/08/2026

Ottawa's proposed national sovereign wealth fund, the Canada Strong Fund, is generating a lot of headlines. Before drawing any conclusions, it's worth pausing on what we actually know, and what we don't.

The details that matter most to investors are still undefined. Governance structures, safeguards against political influence, liquidity terms, lockup periods and realistic risk and return expectations have not been established. The fund's focus on areas where private capital hasn't stepped in suggests these investments may carry meaningful risk. And unlike Norway's sovereign wealth fund, which invests globally and excludes direct retail participation, the Canada Strong Fund would invest domestically and include a retail investor component. That's a significant distinction.

A strong financial plan doesn't react to headlines. It's built on quality investments, diversification and a long-term perspective grounded in your goals, your timeline and your comfort with risk. Those principles don't change because of a political announcement.

If you'd like to talk through what this means for your plan, reach out and let's talk.

Learn about what Canada's proposed Sovereign Wealth Fund means for your financial plan.

A cohabitation agreement is a smart first step, but it's really just the beginning of your financial journey together. T...
10/05/2026

A cohabitation agreement is a smart first step, but it's really just the beginning of your financial journey together. The conversations you have while creating the agreement often reveal bigger opportunities for financial planning.

When you take time to discuss finances honestly and set clear expectations, you're not just protecting yourself legally. You're building a stronger foundation for your relationship.

This is where working with a financial advisor can help. We can show you how the agreements you make today connect to the goals you have for the next 5, 10, or 20 years. Whether that's building wealth, planning for a family, saving for retirement, or buying a home together, your financial strategy should evolve as your relationship does.

Financial planning isn't just about managing what you have. It's about creating room for what you want to build together.

If you're starting a life together and want guidance on building a financial plan that supports your shared future, reach out. I'm here to help you see the bigger picture.

Edward Jones financial advisors are not lawyers and cannot provide legal advice. A cohabitation agreement is a legally binding document that should be created with the assistance of a qualified lawyer or legal professional. We can help you understand how your financial decisions today connect to your long-term goals and work alongside your legal advisor to support your overall financial strategy.

Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let's first ask, what is a cohabitation agreement?

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term m...
10/03/2026

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term measures showed further moderation.

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

Global interest rates continue to rise, with a sharp sell-off in U.S. Treasuries last week lifting bond yields to new 20...
09/26/2026

Global interest rates continue to rise, with a sharp sell-off in U.S. Treasuries last week lifting bond yields to new 20-year highs while Canadian government bonds are near their 2023 post-pandemic peak.

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

The Federal Reserve raised the fed funds target range by 25 basis points, or 0.25%, to 3.75%-4.00%, as widely expected.
09/19/2026

The Federal Reserve raised the fed funds target range by 25 basis points, or 0.25%, to 3.75%-4.00%, as widely expected.

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

Oil prices briefly topped $100 a barrel as unresolved Middle East tensions kept energy markets on edge.
09/12/2026

Oil prices briefly topped $100 a barrel as unresolved Middle East tensions kept energy markets on edge.

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

Address

183 Casimir Street
Port Perry, ON
L9L1B7

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+19059856282

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