Edward Jones - Financial Advisor: Adam Adams

09/05/2026

Investors will be watching the September 16 Federal Reserve interest rate decision closely.

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

09/03/2026

The 3rd Annual Edward Jones Golf Tournament in support of the Terry Fox Foundation is just weeks away. With events running simultaneously at Lionhead Golf Course in Brampton, ON and The Wilds in Holyrood, NL, this is the biggest year yet.

Every dollar raised goes directly to advancing cancer research through the Terry Fox Foundation.

Proud to be part of an organization that rallies together in support of a cause that impacts so many families.

09/01/2026

Proud to support the Okanagan Wine Festivals Society as Presenting Sponsor for the 2026 season. Through experiences that celebrate local wineries, culinary excellence, and community connection, we're helping bring people together and showcase the best of the Okanagan. Looking forward to another great festival season.

Experience the Winter, Spring, and Fall Okanagan Wine Festivals, spectacular events with delicious BC wine, food and lots of fun!

08/29/2026

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.

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

08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/28/2026

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/27/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.

08/24/2026

If you're facing a job transition right now, I want you to know: this is a moment to pause, not panic.

Losing a job brings uncertainty, not just about your career, but about managing the financial pieces too. Questions like:

• When should I file for EI benefits?
• What happens to my health insurance and retirement savings?
• How do I adjust my budget without sacrificing what matters most?

These are real questions that deserve thoughtful answers, not rushed decisions. You have options, and you don't have to figure them out alone.

Life throws curveballs. My job is to help you respond with a strategy that works for you.

Need someone to talk through your options? Send me a message. Let's work through this together.

Here are some financial steps to keep you on track as you carve a new path ahead in your career.

08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

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