Edward Jones-Financial Advisor: Jack Forbes

04/09/2026

If you're an experienced financial advisor exploring a new firm, join us for a half day event designed to show how Edward Jones can accelerate your growth — followed by dinner with our leadership team.

See what sets our opportunity apart:
• Compensation aligned to your impact
• Marketing that drives targeted client acquisition
• Advisory solutions built for complex client needs
• A Client Support Team that expands your capacity
• A clear and supported transition process

Ready to explore a new chapter? Register here: https://bit.ly/4cgiJl0

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

04/09/2026

Open conversations about family finances can bring clarity and help everyone feel more confident about the future.

A structured family meeting is a great place to start. As your financial advisor and in partnership with our Client Consultation Group and Family Enterprise Advisors, I can help you prepare and guide the conversation so it’s productive and meaningful.

Reach out to book a meeting and start planning together.

Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

04/05/2026

🐰 Happy Easter! 🐣

During this hopeful time of year, may your basket overflow with happiness and your heart with peace. Wishing you a weekend of sweet treats and joyful moments with loved ones.

04/04/2026

Markets in the U.S. and Canada rebounded last week on hopes of de‑escalation, but uncertainty remains: Early optimism that the Iran conflict may wind down fueled a relief rally, though uncertainty around a clear off-ramp and ongoing risks to the Strait of Hormuz keep volatility and oil prices elevated.

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

04/03/2026

Spousal RRSPs can help to level out household income, both now and in retirement.

The higher-earning spouse contributes and claims the tax deduction at their marginal tax rate, while the lower-earning spouse owns the account and pays tax on future withdrawals, typically at a lower rate. This strategy works particularly well when there's an income gap between partners or a significant age difference.

I help couples evaluate whether spousal RRSPs fit their retirement income strategy. Reach out to discuss your situation.

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04/03/2026

Wishing you peace and reflection on this Good Friday.

Today is a time to pause and embrace hope. May your day be filled with gratitude, kindness, and moments of quiet renewal.

04/02/2026

With the Bank of Canada decision to hold its policy rate steady, this can be a good time to review your long term strategy and ensure your financial plan aligns with your goals.

If you’re wondering what this rate hold could mean for your overall strategy, let's talk.

04/01/2026

Eid Mubarak!

Wishing you and your loved ones a day filled with peace, good health, and prosperity. May this Eid bring blessings, happiness, and harmony to your home.

04/01/2026

With rising costs and ongoing market volatility, it’s understandable that money may feel stressful. A financial plan can provide clarity and help you feel more in control of your next steps.

My role is to work with you to build a plan that balances growth, protection and long‑term goals, so you can navigate uncertainty with greater understanding.

Reach out to book a meeting and let’s build a plan that strengthens your financial confidence.

03/31/2026

The transition from earning a paycheque to drawing from investments represents a significant shift. A structured financial plan can help transform uncertainty into clarity through a process that evolves with your life.

Effective retirement planning addresses multiple priorities:

• Housing decisions
• Travel goals
• Family support
• Preparing for unexpected costs

Regular reviews, at least annually or when circumstances change, ensure your plan reflects what's most important to you now.

This approach helps you prepare for milestones, curveballs, and cannonballs: the planned transitions, unexpected challenges, and major life events that require thoughtful reassessment. The result is confidence that your current spending and future goals can align.

At the end of the day, retirement income planning is about what your plan can enable, not what it will limit.

Let's build a retirement plan that supports what matters most to you. Reach out today to start the conversation.

Sponsor Content

03/31/2026

Markets remain reactive as the Middle East conflict enters Week 5. Our Principal, Head of Policy, Regulatory and Government Relations Andy Blocker covers key timing shifts, upcoming inflection points, and what elevated volatility could mean for investors.