Edward Jones- Financial Advisor: Sheldon Ford

11/01/2025

Markets brushed off the Halloween scaries to close October close to record highs.

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

10/31/2025

Witch-ing you a spook-tacular Halloween.

10/30/2025

Automating your investment contributions helps make it easy to keep your financial goals on track. The added benefit? It’s a seamless way to access employer benefits like matching Group RRSP contributions, or government grants for registered plans like RESPs.

Why leave money on the table?

I help all my clients build investment strategies that maximize these opportunities. If you’re wondering how this could benefit you, let’s connect.

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

10/25/2025

Bull market turns 3 — Since bottoming in October 2022, the S&P 500 has gained 90% and the TSX 67%, an impressive run but not unusual by historical standards.

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

10/23/2025

Every family handles money differently.

Before your next family financial meeting, ask yourself: What are our shared values?
For some, it’s hard work. For others, it’s giving back to the community.

Reflecting on your family’s core values can lead to clearer conversations and help reduce conflict.

Need some advice as you prepare? Please reach out and let’s talk it through.

10/22/2025

Did you know some accounts can bypass your Will?

That’s why understanding beneficiary designations is a key part of any estate strategy.
Accounts like RRSPs, TFSAs and life insurance let clients name someone to receive the funds directly. But when specific instructions or added control are needed, a Will may be the better option.

I’m here to help my clients connect the dots and plan for their estate. Get in touch and let’s start the conversation.

Understanding the differences in beneficiary designations can help you plan for your loved ones.

10/21/2025

Not all accounts follow the same rules when it comes to estate planning.

Tax-Free Savings Accounts (TFSAs), Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), First Home Savings Accounts (FHSAs), and life insurance policies each have their own rules for naming beneficiaries and transferring assets.

Part of my role as an advisor is helping you identify how they're all set up and then helping you get them all organized.

Is your estate plan due for a checkup? Let’s connect.

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.

Understanding the differences in beneficiary designations can help you plan for your loved ones.

10/18/2025

After a six-month steady move higher, the S&P 500 and Canadian TSX indexes face challenges, including ongoing trade tensions between the U.S. and China, the ongoing U.S. government shutdown, and emerging concerns about small regional banks' credit quality.

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

10/17/2025

Sustainable investing means considering environmental, social or governance (ESG) factors as an important focus of your investment decisions. This can include companies that prioritize environmental considerations like natural-resource-use or pollution, social factors like workforce well-being or product liability, and governance issues like ethics and accounting policies. Please get in touch if you would like to explore sustainable investment options.

With ESG, values-based and sustainable investing, you invest your money in a socially conscious way. Find out more about socially responsible and ESG investing.

10/16/2025

If you want to invest in a way that’s aligned to your values, it is important to understand how environmental, social and governance (ESG) factors are built into the investment you’re purchasing. For example, is social responsibility the investment's primary focus, or is it just one aspect guiding decisions? If you’re interested in learning more, I’m here to help.

With ESG, values-based and sustainable investing, you invest your money in a socially conscious way. Find out more about socially responsible and ESG investing.

10/16/2025

Some scams look like they come from legitimate companies. From fake overpayment notices to work-from-home schemes, they could look and feel authentic.

But before sending money or sharing personal information, it pays to pause and verify.

👉 Safeguard your finances by watching for these common scams.

10/15/2025

Considering sustainable investment options? An Environmental, Social and Governance (ESG) intentional fund considers both financial performance and ESG considerations in the investment decision.

Because it’s well-diversified, it’s relatively easy to integrate into your existing investment portfolio. If this sounds like a good fit for your needs, let’s discuss how it fits into your overall financial strategy.

With ESG, values-based and sustainable investing, you invest your money in a socially conscious way. Find out more about socially responsible and ESG investing.