Edward Jones - Financial Advisor: Dean W Simpson

Edward Jones - Financial Advisor: Dean W Simpson I'm your Local Financial Advisor in the Prince George area and hold the CFP® CIM® Designations

Leaving a strong legacy isn’t just about ensuring a tax-efficient transfer of wealth to your loved ones. It’s also about...
04/23/2025

Leaving a strong legacy isn’t just about ensuring a tax-efficient transfer of wealth to your loved ones. It’s also about carefully planning so that different assets can be shared equitably between beneficiaries.

For example, if your family owns a cottage, farm, or other illiquid assets, an estate equalization strategy can use life insurance to help ensure that all your intended beneficiaries receive something equitable.

Read the article to learn how this strategy works.

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

Many Canadians see stock market volatility and political uncertainty as top concerns, and during an election cycle, thes...
04/15/2025

Many Canadians see stock market volatility and political uncertainty as top concerns, and during an election cycle, these can be amplified. If you're wondering how the upcoming election could impact your portfolio, let's talk. A long-term view can help keep you on track.

See how the stock market has performed after past elections.

Edward Jones Canada stays on top of economic and developing trends, offering advice and guidance you can count on. In ou...
02/18/2025

Edward Jones Canada stays on top of economic and developing trends, offering advice and guidance you can count on. In our most recent report, our team of experts discuss tariffs.

This report explains:
• What tariffs are
• How tariffs could impact you
• How to prepare for any concerns relating to tariffs

If you have questions about how tariffs may impact your financial strategy, let's connect.

Tariffs are taxes or duties that a country applies to goods that are imported from another country.

Trade policy changes and tariff threats have been making headlines, but it's important not to let short-term uncertainty...
02/06/2025

Trade policy changes and tariff threats have been making headlines, but it's important not to let short-term uncertainty derail your long-term financial goals.

Tariffs can influence several key areas:

• The economy
• Inflation and central bank policy
• The markets

Curious about what potential U.S. tariffs on Canadian goods could mean for your portfolio? Let's connect to discuss your financial goals and how to stay on track.

Click here to explore Edward Jones' insights on the potential impact of U.S. tariffs.

Understand potential impact on investor long-term investment strategies should the U.S. impose up to 25% tariffs on imported Canadian goods as early as February 1.

If you make a cash gift from your bank account to a loved one, there’s usually no tax implications as you’re gifting aft...
11/21/2024

If you make a cash gift from your bank account to a loved one, there’s usually no tax implications as you’re gifting after-tax dollars. But there may be tax for gifting capital property that has increased in value, such as non-registered investments, real estate property besides your principal residence or other capital assets with unrealized gains.

I can talk to you more about the tax treatments for lifetime gifting. Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

Costs at death have sparked growing interest in lifetime gifting since many believe that gifts made prior to death are immune from taxation and probate fees. The reality is that – it depends.

Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as...
07/04/2024

Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as you’ll allocate less money to interest, leaving you more for other goals. I can help you determine which debt you should pay off first.

The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors

Congratulations to Moira Klein-Swormink, our GP, Branch Development Canada, who has been appointed to the FP Canada Boar...
06/27/2024

Congratulations to Moira Klein-Swormink, our GP, Branch Development Canada, who has been appointed to the FP Canada Board of Directors.

Moira is a champion of financial wellness which I believe makes her a perfect fit to serve on the FP Canada board.

Advancing Professional Financial Planning

We’ve heard a lot about inflation in the news lately. Inflation risk in the context of your investment portfolio is the ...
06/06/2024

We’ve heard a lot about inflation in the news lately. Inflation risk in the context of your investment portfolio is the risk that your purchasing power will erode if your investment returns do not keep up with the rate of inflation. A well-diversified investment portfolio can help reduce this risk. I’m available to review your portfolio with you.

An investment with a high rate of return sounds great, but there may be more than meets the eye.

Sharing some great news for those looking to buy their first home! Enjoy tax benefits and long-term flexibility when you...
11/17/2023

Sharing some great news for those looking to buy their first home! Enjoy tax benefits and long-term flexibility when you open a First Home Savings Account (FHSA) at Edward Jones. Open an account by December 31 to safeguard your 2023 contribution room. Click here to learn more.

Start saving for your first home by opening a First Home Savings Account with a financial advisor.

Address

St 130 3034 RecPlace Drive
Prince George, BC
V2N0G2

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12509642353

Website

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