Edward Jones - Financial Advisor: Kevin Huisman, QAFP

06/25/2026

New Total Cost Reporting requirements, set by the Canadian Securities Administrators (CSA) and Canadian Investment Regulatory Organization (CIRO), mean your 2026 annual cost report will include a more complete breakdown of what you pay to invest — including fund-level expenses that weren't previously visible on your statement.

This is an industry-wide change designed to improve transparency and help you make more informed decisions. And as your Financial Advisor, I want to make sure we're using this moment to confirm your investments are still aligned with your goals, timeline, and values.

Book an appointment today to review your portfolio and let's discuss what these changes mean for you.

Starting in January 2027, your 2026 annual costs report will be enhanced to offer a clearer picture of what you pay to invest.

06/18/2026

The Bank of Canada held its policy rate at 2.25%.

Key factors behind the decision:

• Job seekers are unemployed longer with youth most impacted
• A temporary rise in inflation from higher oil and gas prices
• Ongoing risks from CUSMA negotiations and geopolitical uncertainty

If you have questions about how the Bank of Canada's latest rate decision impacts your financial plan, reach out. I'm happy to help.

06/15/2026

Markets experienced gain in April, bringing new life to diversified portfolios after a volatile first quarter. The broader backdrop has stayed constructive:

• Resilient economic activity in certain sectors
• Rising corporate profits
• Continued opportunity in energy, industrials, and materials for Canadian investors
• Longer-term bonds offering support as yields stabilize

Instead of trying to predict the exact peak of the market, our guidance focuses on a forward-looking approach built around two timelines: a longer-term strategy anchored to your goals, and a shorter-term, opportunistic view for timely adjustments with discipline.

If any of this raises questions, or you'd like to talk through what recent market shifts mean for your portfolio, please reach out. I'm here, and I'm happy to help.

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

04/09/2026

Education costs continue to rise, which makes having a dedicated strategy more important than ever.

Registered Education Savings Plan (RESP) can help you save toward education costs by combining tax‑deferred growth with valuable government incentives. Contributions come out tax‑free, and investment earnings are typically taxed at the student’s rate when withdrawn.

With grants like the Canada Education Savings Grant (CESG) adding to your savings, an RESP can be a valuable component of your plan.

Reach out to book a meeting, I can help you structure an RESP strategy that supports your long‑term goals.

A tax-deferred savings account designed to help you save for qualified post-secondary education.

04/06/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

04/03/2026

I'm deeply grateful to share that Edward Jones has been recognized as the No.1 Wealth Management Firm for Advised Investor Satisfaction in the JD Power 2026 Canada Investor Satisfaction Study, our 10th award in 14 years! 🏆

What makes this recognition especially meaningful? It came directly from our clients. They rated us highest in:

• Trust
• People
• Products meeting their needs
• Ease of doing business

This demonstrates what I've always believed: When you truly understand what your clients are trying to achieve — their goals, their concerns, their dreams for their family — everything else falls into place.

To my clients: Thank you for your trust. This recognition belongs to you and reflects the relationship we've built together.

If you've been considering personalized financial guidance, let's talk about your future. I'd welcome the opportunity to show you the difference this approach can make.

For JD Power 2026 award information, visit jdpower.com/awards

03/23/2026

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.

02/26/2026

Don’t wait until the March 2 deadline to think about your RRSP contribution.

I’m here locally to give your retirement the attention it deserves.

01/27/2026

For a review of last week's market and guidance for the week ahead take a look at this report.

How did the markets perform this week? Get the highlights and the latest economic news.