Edward Jones-Financial Advisor: Keith Willemse

12/06/2025

As we enter the final few weeks of 2025, markets have delivered double-digit gains across all major U.S. and Canadian indexes.

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

12/04/2025

Financial planning doesn’t end when you retire; it just changes focus.

Before the year ends, take time to make sure your financial strategy is still supporting your goals:

📊 Consider your RRSP: Turning 71 this year? You’ll need to collapse your RRSP by December 31 and establish a RRIF or explore other options.

🧾 Check in with your tax professional about strategies like charitable giving or tax-loss harvesting before December 31.

📜 Update your estate details, including your will, POAs, and beneficiaries to make sure everything reflects your current wishes.

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

11/29/2025

Throughout the year, we believe it's been easy to get caught up in skepticism. Markets have navigated policy shifts, global uncertainty, and valuation concerns.

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

11/27/2025

Building a portfolio doesn’t have to be overwhelming. Here are three key factors to consider:

1️⃣ Consider your life stage
2️⃣ Weigh your risk tolerance
3️⃣ Identify your portfolio objective

As your financial advisor, I’m here to walk you through each step and help you adjust your plan as your life changes.

Ready to get started? Let’s connect.

11/22/2025

Global markets were hit by another bout of volatility last week, with equities again finishing lower in a choppy week, continuing the worst run since the tariff driven sell-offs in April*.

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

11/20/2025

Market ups and downs are a normal part of investing. Dollar-cost averaging is a strategy that helps you ride out the high and lows by investing at regular intervals, which helps smooth out your investment costs.

Wondering how this could work for you? Let’s work together on a strategy that helps you build and keep momentum.

Automatic investing means investing a set amount on a regular basis to average out the cost of investments.

11/15/2025

We believe diversification matters in this backdrop, and we see opportunities in U.S. large-cap and mid-cap stocks, the Canadian materials and energy sectors, and emerging-market stocks, to balance U.S. technology exposure.

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

11/13/2025

You can’t control the markets, but you can control your reactions.

Investing success comes with some tried-and-tested rules:

• Own quality investments
• Stay diversified
• Keep a long-term perspective
• Review your strategy regularly

By focusing on what you can control, you’ll be better prepared for whatever comes your way.

Want to review your strategy together? Let’s connect.

11/11/2025

On Remembrance Day, we remember the sacrifices of our military veterans made to make Canada and the world a better place.

Please join us at Edward Jones for two minutes of silence on the “11th hour of the 11th day of the 11th month”.

To all our veterans: Thank you so much for your service.

11/08/2025

Equity markets pulled back to start November as AI enthusiasm appeared to hit a valuation speed bump.

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

11/07/2025

11/07/2025

Budget 2025 is coming November 4.

At Edward Jones, we’re not here to predict, we’re here to help Canadians plan.

Stay tuned for insights from our Director of Financial Planning, Julie Petrera, as we launch to guide you through what matters most.