Edward Jones-Financial Advisor: Jayson Bastien

03/18/2026

Attention business owners - you're invited!

Whether you plan to pass it on to the next generation or sell, join us as we discuss strategies to keep top of mind as you prepare your business transition plan.

We will review your business and personal goals, and some of the decisions you may be starting to consider in order to achieve both. Let us show you how we can help you navigate your complex financial needs.

Event Details:
Date and time: March 25 12:00pm-12:30pm
Location: Virtual

To RSVP please register at: https://bit.ly/47Dnkw4

Edward Jones does not provide tax or legal advice. This seminar is informational only.

Whether you plan to pass it on to the next generation or sell, join us as we discuss strategies to keep top of mind as you prepare your business transition plan. We will review your business and personal goals, and some of the decisions you may be starting to consider in order to achieve both. Let u...

03/17/2026

Tax season doesn't have to be stressful. Join us for "Doing Money Differently: Tax Planning Strategies That Work" on March 25th at 4 PM ET, where we'll explore practical approaches to help you build and preserve wealth through effective tax planning.

Julie Petrera, Director of Financial Planning, will guide you through actionable strategies including:

✓ Tax treatment of investment returns

✓ Asset location strategies

✓ Tax-loss selling strategies

✓ Household-level tax planning strategies

✓ The value of naming beneficiaries

✓ Charitable giving approaches

Whether you're just starting to plan financially, planning for retirement, or looking to optimize your tax strategy, you'll gain insights you can begin applying right away.

📅 March 25th at 4 PM ET

🎯 Register now: https://bit.ly/4cSsibQ

This webinar is informational only. Edward Jones, its employees and financial advisors, cannot provide tax or legal advice.

Wednesday, March 25, 2026 at 4:00 PM Eastern Daylight Time.

03/17/2026

🍀 Happy St. Patrick’s Day!

May your day be filled with good luck, good health and laughter with friends and family!

To all who enjoy the festivities, remember sometimes the best treasures aren’t at the end of the rainbow; they are in the moments we share.💚

03/16/2026

Attention business owners - you're invited!

Whether you plan to pass it on to the next generation or sell, join us as we discuss strategies to keep top of mind as you prepare your business transition plan.

We will review your business and personal goals, and some of the decisions you may be starting to consider in order to achieve both. Let us show you how we can help you navigate your complex financial needs.

Event Details:
Date and time: March 25 12:00pm-12:30pm
Location: Virtual

To RSVP please register at: https://bit.ly/4bcTe4P

Edward Jones does not provide tax or legal advice. This seminar is informational only.

Whether you plan to pass it on to the next generation or sell, join us as we discuss strategies to keep top of mind as you prepare your business transition plan. We will review your business and personal goals, and some of the decisions you may be starting to consider in order to achieve both. Let u...

03/13/2026

Did you know you may be able to transfer a U.S. retirement plan to a Canadian RRSP without using contribution room?

The right strategy can help you minimize taxes and keep your wealth working for you.

📩 Reach out and I’ll help you explore your options.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.

03/11/2026

AI may be able to crunch numbers faster than a human. But can it understand your family's story?

AI can analyze data and model scenarios in seconds. But it can't understand the emotional weight of deciding whether to prioritize your child's education or retire earlier, how family dynamics shape your goals, or what truly matters to you.

At Edward Jones, we believe the future is AI empowering advisors not replacing them. We leverage technology to free up time for real conversations about your priorities and life.

There's no "one-size-fits-all" approach. We guide you through an established process that starts with understanding what's important to you, then we partner with you to adjust as your circumstances change.

AI gives us richer analytics. Thoughtful human insight translates them into decisions that feel right for YOU.

Sponsor Content

03/11/2026

Putting money aside, how do you envision your retirement?

Here are some considerations:
➡️ How will you spend your time in the first week, first month or first year of your next chapter.
➡️ How will family tie into your retirement journey
➡️ What are you doing to stay active both physically and mentally
➡️ What does your budget look like now and how will it change in retirement

If money was not an obstacle what would you do?

03/10/2026

Tax season doesn't have to be stressful. Join us for "Doing Money Differently: Tax Planning Strategies That Work" on March 25th at 4 PM ET, where we'll explore practical approaches to help you build and preserve wealth through effective tax planning.

Julie Petrera, Director of Financial Planning, will guide you through actionable strategies including:

✓ Tax treatment of investment returns

✓ Asset location strategies

✓ Tax-loss selling strategies

✓ Household-level tax planning strategies

✓ The value of naming beneficiaries

✓ Charitable giving approaches

Whether you're just starting to plan financially, planning for retirement, or looking to optimize your tax strategy, you'll gain insights you can begin applying right away.

📅 March 25th at 4 PM ET

🎯 Register now: https://bit.ly/4s5SVPk

This webinar is informational only. Edward Jones, its employees and financial advisors, cannot provide tax or legal advice.

Wednesday, March 25, 2026 at 4:00 PM Eastern Daylight Time.

03/09/2026

Tax planning isn’t limited to filing time; it’s a year-round strategy. Planning ahead can help you maximize deductions and avoid surprises. Let’s make sure your financial plan works for you today and tomorrow.

Ready to get started? Contact me to review your options.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

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

03/06/2026

Have U.S. retirement accounts but now live in Canada? Navigating cross-border tax rules can feel overwhelming, but you don’t have to do it alone.

From 401(k)s to IRAs, understanding your options is key to avoiding costly mistakes.

✅ Let’s connect to talk through considerations and next steps.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.

03/05/2026

Canadian women live approximately four years longer than men on average which creates important planning considerations. A longer lifespan means your retirement savings may need to support 30+ years of living expenses, rising healthcare needs, and the effects of inflation.

According to Statistics Canada, women are also more likely to experience severe disabilities and represent the largest share of long‑term‑care residents in Canada. That can mean higher long‑term‑care and medical costs throughout retirement.

What a 30+ year retirement requires:

• Sustainable income streams – Coordinating CPP, OAS, GIS (for lower-income retirees), private pensions, and investment withdrawals strategically. For context, while the maximum CPP benefit a Canadian can receive at age 65 is $1,507.65 in 2026, the average monthly payment in October 2025 was $803.76.

• Healthcare planning – Accounting for increasing medical needs over time and the possibility of long‑term‑care expenses.

• Inflation protection – Ensuring your purchasing power remains strong over several decades.

• Income optimization – Choosing when to take CPP or OAS and understanding the CPP child‑rearing provision if you took time off to raise children up to age 7, which may remove lower‑earning years from your calculation and potentially increase your benefit.

Keep in mind: any expenses beyond what government and employer pensions cover must come from your personal savings and investments. That’s why it’s essential to have a strategy that aligns your income sources with the reality of longer retirement timelines.

I work with clients to build retirement income plans that consider all available resources, from government benefits to investment portfolios.

Let's review your retirement income strategy to help ensure it's built to last as long as you need it to.

Throughout retirement, you'll continue to need financial strategies to make sure your money lasts.

03/04/2026

"In a world of Zoom calls, some conversations are still best had over a coffee and a handshake."

That has been one of my cornerstones for meeting people and building a relationships. We have unlimited access to technology from Zoom, email, social media, texting and much more to connect with each other and these are important tools in how we connect. However I continue to go back to having coffee and a handshake in sitting down with professionals and business owners to understand them as people.

When was the last time you sat down with someone over coffee and a handshake? 🍵