Edward Jones Financial Advisor-Liz da Mata

10/19/2026

An experienced financial advisor can help keep your goals front and center while navigating the changing landscape, keeping you on track, and offering clarity around fees, services, and resources. Take advantage of our professional advice—schedule an appointment with me today.

Learn how a trusted financial advisor helps you navigate complexity.

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

10/12/2026

This year, we're grateful for our clients and the trust they place in us to make their financial goals a reality. Every milestone celebrated is a reason to give thanks. Wishing you and yours a wonderful Thanksgiving.

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

10/07/2026

In a recent survey conducted by Edward Jones Canada, low income, high costs, and existing debt emerged as the top barriers preventing Canadians from saving for retirement.

The data reveals:

• 42% of Canadians report financial challenges as their single biggest barrier, up from 39% last year
• Only 24% say they face no barriers and feel on track for retirement
• Just 9% of those aged 18-34 report feeling barrier-free
• Only 15% of those aged 35-54 feel on track
• Meanwhile, 45% of Canadians aged 55+ say they face no barriers

These pressures are real, and they require a thoughtful approach to financial planning. The goal isn't to ignore current obligations, it's to build a strategy that balances today's needs with tomorrow's goals.

This starts with understanding your complete financial picture: where you are today, what's influencing your resources, and what trade-offs may be appropriate for your situation.

Small, consistent contributions can compound meaningfully over time when they're part of a structured plan. And as your circumstances evolve, whether through career growth, debt reduction, or changing expenses, your strategy can be adjusted to keep you moving forward.

Financial pressure doesn't mean retirement planning has to wait. It means having a realistic, personalized strategy becomes even more important.

If retirement planning feels uncertain, let's start a conversation about building a strategy that makes sense for your unique situation.

Edward Jones Canada survey finds RRSP contribution intentions remain steady, despite feelings of confusion and uncertainty

10/05/2026

Old Age Security, or OAS, is an important part of retirement income for many Canadians, but how and when you receive it can vary.

Your eligibility is based on residency, not work history. Payment amounts can change over time and may be affected by when you start and how OAS fits with your other income sources.

Understanding these details can help you make more informed retirement decisions.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)

10/03/2026

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term measures showed further moderation.

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

09/28/2026

Have your name on a property that you don’t really consider yours? Or does someone else’s name appear on property you consider yours?

It might be time to take a closer look.

Changes to Canada’s trust reporting rules mean that certain bare trust arrangements may have new reporting requirements beginning with the 2026 tax year.

The tricky part? Some arrangements may not look or feel like a trust at all.

Good financial planning often involves more than one professional. My role is to help bring the pieces together, working alongside your tax and legal professionals so your financial plan stays connected.

Not sure whether this is something you should be thinking about? Let’s start the conversation and make sure the right questions are being asked.

09/26/2026

Global interest rates continue to rise, with a sharp sell-off in U.S. Treasuries last week lifting bond yields to new 20-year highs while Canadian government bonds are near their 2023 post-pandemic peak.

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