Edward Jones-Financial Advisor: John Bennett

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

10/16/2026

Ottawa's proposed national sovereign wealth fund, the Canada Strong Fund, is generating a lot of headlines. Before drawing any conclusions, it's worth pausing on what we actually know, and what we don't.

The details that matter most to investors are still undefined. Governance structures, safeguards against political influence, liquidity terms, lockup periods and realistic risk and return expectations have not been established. The fund's focus on areas where private capital hasn't stepped in suggests these investments may carry meaningful risk. And unlike Norway's sovereign wealth fund, which invests globally and excludes direct retail participation, the Canada Strong Fund would invest domestically and include a retail investor component. That's a significant distinction.

A strong financial plan doesn't react to headlines. It's built on quality investments, diversification and a long-term perspective grounded in your goals, your timeline and your comfort with risk. Those principles don't change because of a political announcement.

If you'd like to talk through what this means for your plan, reach out and let's talk.

Learn about what Canada's proposed Sovereign Wealth Fund means for your financial plan.

10/14/2026

If funds in a Registered Education Savings Plan (RESP) aren’t used for education, the investment growth can be taxed at your marginal rate plus an additional 20%. If you have RRSP contribution room, you may be able to transfer up to $50,000 of that growth into your RRSP, helping you avoid the penalty and defer tax until a future date.

If you’d like help assessing whether this strategy fits your situation, I’m here to guide you.

Reach out to book a meeting.

You may have been investing for years for your child or grandchild's post-secondary education. But what happens if they decide not to go to university or college? In this article, we outline what happens to your contributions, the government grants and investment growth.

10/12/2026

A Registered Education Savings Plan (RESP) can be an effective way to prepare for future education costs, but it’s important to understand your options if plans change.

RESP rules outline how contributions, earnings and government incentives are treated, and with the right approach, it’s often possible to preserve a significant portion of the savings while managing any tax implications.

If you’d like guidance on how to navigate RESP decisions and protect the value of your contributions, I’m here to help.

Reach out to book a meeting.

You may have been investing for years for your child or grandchild's post-secondary education. But what happens if they decide not to go to university or college? In this article, we outline what happens to your contributions, the government grants and investment growth.

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

10/03/2026

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term measures showed further moderation.

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

10/02/2026

Many couples assume they'll figure out the financial details as they go. But when one or both partners bring significant assets, a business, or dependents into the relationship, those "figure it out later" conversations can become complicated fast.

This is where discussing expectations early can make a real difference. A cohabitation agreement prevents misunderstandings around spending, saving, and shared costs. It gives you both a clear foundation to work from.

And here's the bigger picture: creating this agreement often leads to the kind of financial conversations that support long-term planning. When you're aligned on how to handle money day to day, you're better positioned to work toward bigger goals together, whether that's buying a home, saving for retirement, or building an emergency fund.

If you're moving in together and want guidance on aligning your financial decisions with your shared goals, reach out. We can help build a foundation that works for both of you.

Edward Jones financial advisors are not lawyers and cannot provide legal advice. A cohabitation agreement is a legally binding document that should be created with the assistance of a qualified lawyer or legal professional. We can help you understand how your financial decisions today connect to your long-term goals and work alongside your legal advisor to support your overall financial strategy.

09/28/2026

If you’re preparing to use your Registered Education Savings Plan (RESP) for post‑secondary costs, understanding the different types of withdrawals is essential.

What seems like one pool of savings is viewed by the Canada Revenue Agency as three separate components, each treated differently for tax purposes. Knowing how they work can help you plan withdrawals in a way that maximizes funding and minimizes tax.

If you’d like support building a withdrawal strategy, I’m here to help.

Reach out to book a meeting.

Understand RESP withdrawal rules and limits. Learn about EAPs, tax implications, and strategies to maximize education savings.

09/26/2026

Global interest rates continue to rise, with a sharp sell-off in U.S. Treasuries last week lifting bond yields to new 20-year highs while Canadian government bonds are near their 2023 post-pandemic peak.

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

09/25/2026

Did you know that only 9% of Canadian business owners have a formal succession plan in place?

We understand. Running your business day-to-day feels more urgent than planning for the future. But a well-conceived succession plan is more than just your exit strategy. It's about protecting what you've built and securing what matters most. By thinking ahead you can:

✅ Ensure business continuity
✅ Provide for your family's financial security
✅ Create a lasting legacy

Planning ideally begins at least five years in advance, and I’m here to help you navigate this important process. Whether you're just starting to think about succession or ready to take the next step, let's talk about your vision for the future.