Edward Jones-Financial Advisor: Kent Zadko

09/03/2026

When most people think about investing, stocks often come to mind. But fixed-income investments can play an equally important role in a well-diversified portfolio.

Investments like bonds and GICs provide interest payments at regular intervals, creating a more predictable source of income. They're issued by corporations, municipalities, and governments, and can help balance the growth-focused side of your portfolio with greater stability.

The right mix of investments always depends on your goals, time horizon, and comfort with risk. But alongside equities, fixed income often plays an important supporting role.

What role should GICs, bonds or other fixed income investments play in your portfolio? Please book an appointment and we can explore potential strategies.

09/02/2026

Building a diversified investment portfolio doesn't have to be complicated.

Instead of researching and selecting individual stocks or bonds, a mutual fund gives you exposure to a broad mix of investments through a single purchase.

Depending on the fund, that can include stocks, bonds, real estate, and other asset classes—all professionally managed with a defined investment objective. As the fund grows and generates income, you share in its performance and can often reinvest distributions automatically.

Looking for a simpler way to diversify your investments? Let’s book an appointment and explore how mutual funds could fit into your portfolio

09/01/2026

Proud to support the Okanagan W**e Festivals Society as Presenting Sponsor for the 2026 season. Through experiences that celebrate local w**eries, culinary excellence, and community connection, we're helping bring people together and showcase the best of the Okanagan. Looking forward to another great festival season.

Experience the Winter, Spring, and Fall Okanagan W**e Festivals, spectacular events with delicious BC w**e, food and lots of fun!

08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/28/2026

Exchange-traded funds (ETFs) are investment funds that combine many different securities into a single investment, making it easy to build a diversified portfolio.

Whether you're just starting to invest or looking to add flexibility to an established portfolio, ETFs offer a wide range of options to suit different financial goals, risk preferences, and levels of involvement.

They also provide transparency. Before you invest, you can review the fund's objectives, risks, fees, and underlying holdings through its prospectus, helping you make more informed investment decisions.

Want to learn more? This article offers a comprehensive look at ETFs and the benefits they offer. If you’d like to incorporate ETFs into your investment strategy, please book a call and we can explore some options.

What are exchange-traded funds and how do they work? Get all the facts and information you need to understand these funds.

08/27/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.

08/27/2026

Much of the time, investing involves an element of uncertainty. That’s why sometimes, it helps to know exactly what you can expect.

Guaranteed Investment Certificates (GICs) offer a fixed interest rate for a set term, so you'll know your return from the start. Eligible GICs are also insured by the Canada Deposit Insurance Corporation (CDIC) for up to $100,000 per insured category, making them a straightforward, lower-risk investment option.

Whether you're saving toward a specific goal, preserving capital, or adding stability to your portfolio, GICs can boost your confidence in uncertain markets.

Interested in building some stability into your portfolio?

Please book an appointment and we can discuss GICs and other fixed-income options.

These investments are important in any portfolio mix because they offer a steady income stream.

08/26/2026

What’s the best type of investment portfolio?

It's a trick question—there's no such thing as a one-size-fits-all approach.

The right investment strategy depends on where you are in life. A portfolio should reflect your financial goals, time horizon, and comfort with risk—all of which evolve over time.

For example, someone just starting their career will likely have different priorities than someone approaching or enjoying retirement. Earlier in life, long-term growth may be the focus. Later on, preserving wealth and generating income may become more important.

As a financial advisor, I often tell my clients: The best portfolio is the one that's built around you.

Do your investments match your life stage? Let's review your portfolio together.

Things you need to consider as you build a portfolio that’s right for you.