Edward Jones - Associate: Nathan Lukan

02/06/2026

Retiring in the next 10 years? Let’s make sure you’re ready.

As a financial advisor, here’s the process I typically follow when helping my clients prepare for a confident transition into retirement.

1. Take stock of your finances
Let’s look at your income, savings, debts and assets so we know exactly where you stand today.

2. Assess your future income
We’ll estimate how much you’ll need in retirement and when to take government benefits based on your goals.

3. Set up key accounts and estate documents
Now’s the time to review RRSPs, make sure your estate plan reflects your wishes, and set up your RRIF when the time is right.

4. Consider your lifestyle needs
How do you want to spend your time in retirement? Let’s make sure your plan supports the lifestyle you’re dreaming of.

Want help working through the details? I’m here to guide you every step of the way. Let’s talk.

Planning to retire in 10 years or less? See the steps to take to start preparing.

02/05/2026

Tax planning isn’t limited to filing time; it’s a year-round strategy. Planning ahead can help you maximize deductions and avoid surprises. Let’s make sure your financial plan works for you today and tomorrow.

Ready to get started? Contact me to review your options.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

Planning is the key to financial organization. Find out how.

02/04/2026

If you have GICs maturing soon you may be wondering what to do next. Should you reinvest, cash in, or allocate the funds to another investment? I can help you assess your overall financial situation, and together we can determine the best option for you.

See key factors to consider when your GIC matures.

02/02/2026

Being an estate executor is a big responsibility and time commitment, but it can be rewarding. You become the person, or part of a team of co-executors, who ensures the intentions of someone you care about are carried out. Learn more here.

Here are considerations if you’ve been asked to be an executor, or if you’re considering who would be the best executor for your estate.

01/31/2026

⏰ The RRSP deadline is March 2, 2026.

If you’re unsure about your contribution room or how much to contribute this year, let me help you plan ahead.

Check out our overview of RRSP contribution rules and let’s build a strategy that supports both the future you want, and where you are today.

Learn when the last day to contribute to an RRSP is.

01/27/2026

Did you know that unused RRSP contribution room can be carried forward indefinitely?

This gives you more flexibility for the future, so you can save what you can now, and catch up in future years when your cash flow allows.

Read the full guide for a look at this year’s contribution deadline and other key details to help keep your retirement goals on track.

Learn when the last day to contribute to an RRSP is.

01/23/2026

Life is about more than just money and we take that into account in all that we do - from building deep trusted relationships with you, to helping you prioritize your goals and providing comprehensive advice as we partner with you through life's curveballs and windfalls. We do money differently. Call me to learn how.

www.edwardjones.ca/ca-en

01/22/2026

A spousal RRSP can be a powerful income-splitting tool for married or common-law couples. One partner contributes and gets the tax deduction, while the other owns the plan and withdraws in retirement - often at a lower tax rate.

Wondering if this strategy fits your situation? I’d be happy to walk you through it and explore ways to optimize your savings.

A spousal Registered Retirement Savings Plan not only could be a tax-smart way to invest, it may also help accelerate your household retirement savings strategy. Find out if a spousal RRSP makes sense for you.

01/20/2026

Money is a major source of stress, especially when markets or life circumstances change.

A financial plan can help. Research shows that Canadians who work with a financial planner feel more confident and less anxious about money. Planning builds resilience and helps give a sense of stability, even in uncertain times.

As an advisor, I empower clients to take charge of their finances and their future.

👉 Let’s work together to build a plan that helps you feel secure - and that your goals are within reach.

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

01/15/2026

For many Canadians, a Registered Retirement Savings Plan (RRSP) is the go-to strategy for building a secure retirement. But depending on your income, goals, and long-term plans, a Tax-Free Savings Account (TFSA) may be the more effective choice.

Knowing when to use each account can make a meaningful difference in your long-term results.

Wondering what makes sense for you? Let’s explore some options together.

01/14/2026

Planning for a child’s education?

Registered Education Savings Plans offer a smart way to save for post-secondary costs while benefiting from government grants and tax advantages.

If you’d like to learn more, our new Financial Fitness module on Registered Education Savings Plans is a great place to start.

The Financial Fitness courses are designed to boost financial literacy and give Canadians the tools to build financial knowledge. www.edwardjones.ca/ca-en