Edward Jones Financial Advisor Lisa MacDonald

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Edward Jones Financial Advisor Lisa MacDonald FREE personal portfolio review* Retirement Planning*RRSP* TFSA*LIRA* RRIF*Dividend Stocks*ETFs*Estate planning*Life Insurance*Corporate Accounts*

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed r...
10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, s...
10/31/2026

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, strategy, and goal-setting—no tricks, just treats! Have a safe and happy Halloween.

Little road trip 🛣️  on the weekend for a fun fall 🍂  🍁  trail ride out near Port ElginApparently Bruce Nuclear takes th...
10/27/2026

Little road trip 🛣️ on the weekend for a fun fall 🍂 🍁 trail ride out near Port Elgin
Apparently Bruce Nuclear takes their security rather seriously 😬

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks
10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

Some beautiful morning views lately 🌄 sunrise over frost ❄️  the other day and lighting up the tree 🍂  🍁  this morningIf...
10/23/2026

Some beautiful morning views lately 🌄
sunrise over frost ❄️ the other day and lighting up the tree 🍂 🍁 this morning

If only it would stay this way until Spring......

but the only certainty in life is change- whether it is seasons ☀️ 🍂 ❄️ 🌷 , careers 🖥️ or the market 📈
The best thing you can do is take the information you have now, historical data and future expectations to create a plan 📝 going forward
And that is just what I do.
I take all your financial data 💱 , expected contributions and timelines ⌛ to create a unique plan for your life.
Change is inevitable- having a plan to guide you lets you navigate it 🗺️

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher ...
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.

In light of the recent Stelco lay off announcement for Hamilton this is a timely piece to share.Unexpected job changes a...
10/13/2026

In light of the recent Stelco lay off announcement for Hamilton this is a timely piece to share.

Unexpected job changes are stressful ⚠️and create questions that you may not readily have the answers ❓ to.

🟢What options do I have for a pension?

🟢Does commuting it make sense for me?

🟢What is a LIRA account?

🟢How do I best optimize my investment within it for the future?

I can help lay out your options and create a plan 🗺️ that will give you some answers✅.

If you or someone in your circle has been affected and is looking for guidance🧭, get in touch for a free consultation.

Hamilton is Home and I support my community 🔨 🐯
[email protected]

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

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

The unexpected separation from an employer results in a great deal of stress and creates a lot of questions. ❓  Often pe...
09/30/2026

The unexpected separation from an employer results in a great deal of stress and creates a lot of questions. ❓ Often people are faced with decisions they are not prepared to make. What is a LIRA ? What are the rules surrounding it ? When can I use it? Should I commute my pension? 🤔
There is no "one size fits all" answer.
I spend the time ⏳ to look at your complete financial picture so that I can provide advice and guidance that is specific to you.
Take the time to find out what will work best for YOUR individual situation and make the most of what you have. 💰

Address

35 Upper Centennial Pkwy Ste 3H
Stoney Creek, ON
L8J3W2

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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