Edward Jones - Financial Advisor: Joshua Orth

06/02/2026

Markets are showing us exactly why diversification matters.

While headlines focus on the S&P 500's pause, the real story is happening elsewhere:

• Canadian stocks up on the strength of energy and materials
• Overseas developed markets performing well, helped by expansionary fiscal and looser monetary policies
• Emerging market stocks continue to deliver gains on the back of its large tech sector
• Bonds delivered positive total returns as interest rates drifted lower, benefiting investors on both income and price appreciation.

This market rotation underscores a crucial principle: different sectors and regions lead at different times.

For clients navigating today's environment, I'm focused on three priorities:

1. Revisiting goals to ensure investments align with what matters most
2. Maintaining strategic diversification across asset classes and geographies
3. Viewing volatility as an opportunity to strengthen portfolios

The fundamental backdrop remains constructive with corporate earnings growth and steady economic momentum.

A disciplined, goal-focused strategy positions portfolios to weather uncertainty and capture opportunities as market leadership evolves.

Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/31/2026

Some clients hesitate to meet with an advisor because they worry financial planning is too complex or costly. In reality, working with an advisor can help you achieve more than you might on your own.

A trusted advisor can simplify the process, tailor strategies to your goals, and help you feel more confident about your future.

👉 Want to explore an approach that might work for you? Let’s start the conversation - no pressure, just planning.

05/30/2026

Honoured to be part of a Dementia Friendly community in Port Perry. Dementia touches so many families, and this is an important step in better supporting the clients and community I serve every day.

05/29/2026

You don't have to manage your financial life alone.

If you're juggling a demanding career and want a long-term relationship with someone who listens, explains and keeps you on track, now is a great time to connect.

05/28/2026

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.

Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.

So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.

If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.

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

05/27/2026

Strategic retirement income planning considers not just how much income you'll have, but how it's structured and taxed.

I help clients evaluate income splitting opportunities as part of comprehensive retirement income strategies. Reach out to discuss whether this approach could benefit you

Income splitting is a strategy to level out income earned by spouses to reduce tax bills.

05/25/2026

A strong financial plan isn’t built on a single decision — it’s shaped by many moving parts working together. When we look at how you save, spend, invest, protect and plan for the future, we can design a strategy that supports both your life today and where you want to go next.

If you'd like help bringing the pieces together into a clear and connected plan, I’m here to guide you.

Reach out to book a meeting and let’s build it together.

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

05/23/2026

Confused about your retirement options? You're not alone.

According to a recent survey conducted by Edward Jones Canada, 70% of Canadians feel uncertain about their retirement planning, and if you're transitioning from federal service, you might have even more questions about your pension, RRSPs, and what comes next.

Here's how I can support you through this transition:

• Answer your questions in plain language
• Help you understand all your options
• Build a plan that makes sense for YOUR life
• Support you through every stage of retirement

No pressure. No jargon. Just guidance you can trust and a conversation where your questions come first.

Let's start with a conversation. What questions do you have about your retirement?

📧 Drop me a message, I'm here to help you understand your choices.

Edward Jones Canada survey finds RRSP contribution intentions remain steady, despite feelings of confusion and uncertainty

05/21/2026

Recent headlines about Middle East tensions and oil supply disruptions have created short-term market uncertainty.

Here's what I want you to know: markets experienced a pullback from some early 2026 gains in March, but longer-term returns remain strong. Average annual stock returns over the past three years have ranged from 13-25%, even after the recent pullback.

The reality? Periodic volatility is completely normal across market cycles. The S&P 500 typically sees a 10% correction about once a year. We didn't see that through Q1, so this isn't unexpected; it's healthy market behavior.

Rather than reacting to headlines, I encourage you to revisit what really matters: your comfort with risk, your time horizon, and your financial goals. These drive your portfolio design, not the news cycle.

If recent volatility has you questioning your strategy, or if you haven't reviewed your plan in a while, let's talk. We can walk through whether your current approach still aligns with where you want to go—and discuss any adjustments that might make sense for your unique situation.

What questions do you have about navigating market volatility? Drop a comment or send me a message, I'm here to help.

Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.