Edward Jones - Financial Advisor: Joshua Orth

10/18/2026

Edward Jones Canada and Gallup just released (2026) national research on financial fulfillment in Canada, here’s what the data shows:

• Only 12% of Canadians are financially fulfilled
• 47% feel financially conflicted, feeling both gratitude and stress about money at
the same time
• 41% are in consistent financial stress

What stands out most: in an analysis controlling for net worth, age, and other factors, professional advisors were the only source of financial guidance with a positive association with financial fulfillment. Guidance from other sources including friends, family, personal internet research, news, social media, and AI had no or negative relationships with fulfillment.

If you're not sure your money is working toward what matters to you, that's worth a conversation. Reach out, I'd love to help you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

10/16/2026

How you spend—or save—your tax refund makes a big difference. Whether paying down debts or saving for future goals, check out our tips and tricks for making the most of your refund, or schedule an appointment to speak with a financial advisor today.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice.

Receiving a tax refund often brings a smile to our faces as it feels like \\\"found\\\" money that wasn’t previously in the budget.

10/16/2026

Saving for the future, navigating markets, keeping up with new regulations—the financial world is complex and ever-changing. The right financial advisor can help you get there.

Learn how a trusted financial advisor helps you navigate complexity.

10/15/2026

An experienced financial advisor can help keep your goals front and center while navigating the changing landscape, keeping you on track, and offering clarity around fees, services, and resources. Take advantage of our professional advice—schedule an appointment with me today.

Learn how a trusted financial advisor helps you navigate complexity.

10/14/2026

At Edward Jones, serving clients well requires more than investment knowledge. It requires strong support, ongoing education and a commitment to doing what's right.

That's why initiatives like Driving Compliance: From Policy to Practice are so important. The annual Compliance Symposium on October 22, 2026, featuring speaker Laval St. Germain, highlights how teams across the firm work together to thoughtfully implement regulatory change, support financial advisors and help strengthen trust with clients.

I'm proud to be part of a firm that invests in collaboration, continuous learning and the resources needed to help advisors serve clients with confidence.

10/09/2026

Today is our annual Client Appreciation Pie Day at Edward Jones: Joshua Orth in Port Perry!

The office is full of freshly baked pies, ready for pickup by our clients. This year, they had their choice of apple, pumpkin, or blueberry, just in time for Thanksgiving weekend.

Thanksgiving is a season that naturally encourages us to pause and reflect on what we're grateful for. In my experience, gratitude and financial well-being often go hand in hand. Taking time to appreciate what we've built, the people who matter most, and the progress we've made can help shift the focus from what we don't have to what's truly important. Financial planning is ultimately about supporting those things: family, goals, experiences, and peace of mind.

As I look around the office today, I'm reminded how fortunate I am to work with such incredible individuals and families. The trust my clients place in me is something I never take for granted, and it is a privilege to be part of their financial journey.

Client Appreciation Pie Day is just a small way of saying thank you for that trust and for the relationships we've built over the years. I am genuinely grateful for each and every client who has chosen to work with our team.

Wishing everyone a wonderful Thanksgiving weekend filled with family, friends, gratitude, and of course, pie.

10/04/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

09/30/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4iXjapo

09/25/2026

Your tax refund is a great opportunity to get ahead of debt, save for the future, or start investing. We can help you decide what’s best for your financial situation. Reach out today.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice.

Receiving a tax refund often brings a smile to our faces as it feels like \\\"found\\\" money that wasn’t previously in the budget.

09/25/2026

Missed our "Doing money differently: Tax planning strategies that work" webinar? You can still catch all the valuable insights on demand.

Julie Petrera, Director of Financial Planning, shared practical tax planning strategies that help you keep more of what you earn, including tax-loss selling insights, asset location approaches, and household-level planning strategies that make a real difference.

Whether you're building your investment portfolio, planning for retirement, or simply looking to optimize your tax strategy, this session offers useful guidance you can begin applying right away.

This webinar is informational only. Edward Jones, its employees and financial advisors, cannot provide tax or legal advice.

Wednesday, March 25, 2026 at 4:00 PM Eastern Daylight Time.