Wealth Advisor: Travis Feeney CEA, MFA-P

06/04/2026

What an amazing benefit when a person truly needs it!

Empathy supports grieving families with compassionate, personalized care—helping manage logistics, benefits, estate matters and emotional well-being.

05/20/2026

To Farm or Not to Farm? A Question for the Next Generation

Explore how Canadian family farms can navigate tax-efficient succession, estate equalization, and tough decisions for the next generation.

05/15/2026

Discussing money with your spouse is an important part of any healthy relationship. Read more to learn how to plan a financial future together: https://tinyurl.com/5988x9e8

04/29/2026

Are you wondering what to do in case you’re being targeted in a possible scam? Browse this tool to learn about the most common scams affecting Canadian residents and businesses, and how to protect yourself: https://tinyurl.com/ybsv8m85

04/27/2026

As you prepare for retirement, you will need a different approach as to how you manage finances, prioritize spending, and save for your golden years. Check out these free resources to get your retirement plan up and running today. https://tinyurl.com/y6derhv7

04/11/2026

Cross-border tax filing requires cross-border expertise.

Living in Canada as a U.S. citizen or Green Card holder means navigating two tax systems simultaneously. Effective planning typically requires a team: your financial advisor coordinating with cross-border tax professionals, often both a Canadian CPA and a U.S. CPA or enrolled agent.

I work alongside your qualified tax and legal professionals to help you build coordinated financial strategies that account for both jurisdictions. Reach out to discuss your cross-border planning needs.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice.

Living in Canada as a U.S. citizen or Green Card holder? Discover the tax challenges you need to know when dealing with two tax systems.

04/11/2026

If you’ve been contributing to a Registered Education Savings Plan (RESP) and your child chooses a different path than post‑secondary, your efforts haven’t gone to waste, as there are several strategies that can help preserve savings and manage taxes effectively.

I can walk you through options such as transferring funds, keeping the plan open, or redirecting savings based on your goals.

Reach out to book a meeting, I’m here to help you make the most of your RESP.

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.

04/11/2026

A ceasefire between the U.S., Iran, and Israel has sparked hopes for a durable de escalation in this conflict, driving oil prices lower and triggering a sharp rebound in equity and bond markets.

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