Edward Jones - Financial Advisor: Adam Adams

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10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

10/22/2026

Canada is experiencing a historic wealth transfer, and receiving an inheritance can bring a mix of grief, gratitude and new financial responsibility.

I know how important it is to honour your loved one’s legacy while also making decisions that support your future. I can help you explore strategies that align with your long-term goals and give you confidence in your next steps.

Reach out to book a meeting and let’s plan together.

Have you thought about what you'd do if you received a lump sum inheritance?

10/20/2026

Inheriting money often brings a mix of emotions, gratitude, grief, and sometimes pressure to make the “right” decisions.

If you’re unsure where to begin, taking time to reflect on your priorities can help you move forward with confidence. I can walk you through strategies that support both your immediate needs and long‑term goals.

Reach out to book a meeting.

Have you thought about what you'd do if you received a lump sum inheritance?

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.

10/15/2026

A lot of people hear “financial planning” and immediately think about investing. But investing is only one piece of the puzzle. A real financial plan connects your money to your life, the things you value most. Whether you’re saving for education or working toward early retirement, your investments should support your goals.

If you’re curious about what a holistic plan could look like, I’m here to help.

Reach out to book a meeting and let’s bring your goals into focus.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

10/13/2026

A strong financial plan isn’t built on a single decision — it’s shaped by many moving parts working together. When we look at how you save, spend, invest, protect and plan for the future, we can design a strategy that supports both your life today and where you want to go next.

If you'd like help bringing the pieces together into a clear and connected plan, I’m here to guide you.

Reach out to book a meeting and let’s build it together.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

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.

10/08/2026

In a recent survey conducted by Edward Jones Canada, younger Canadians are showing renewed momentum in RRSP contributions:

→ 48% plan to contribute to their RRSP this year
→ Up from 41% last year
→ Moving closer to the 58% seen in 2024

This modest rebound signals an important shift in retirement planning engagement among younger demographics.

Starting early can offer advantage. Time allows for market fluctuations to smooth out, growth to compound, and adjustments to be made as goals evolve. But starting early also means building the right foundation: a diversified portfolio that aligns with clear objectives.

For younger Canadians, retirement planning is about establishing a framework that adapts as careers develop, families grow, and priorities change. Regular monitoring, contribution strategies, and the flexibility to adjust along the way can help ensure that early action translates to long-term results.

If you're in the early stages of your career and thinking about retirement planning, this may be a good time to establish a strategy built for the long term. The decisions you make now set the trajectory for the decades ahead.

Ready to start the conversation? Reach out to discuss how we can build a retirement strategy tailored to your goals.

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

10/06/2026

In a recent survey conducted by Edward Jones Canada, only 53% of Canadians feel confident understanding what happens when an RRSP matures, and that gap is even wider among younger Canadians, with just 36% of those aged 18-34 reporting confidence.

Knowledge confidence levels vary by topic:

• 66% were confident in having knowledge of the annual contribution deadline (highest confidence)
• 56% understand the value of tax deductions
• 55% grasp tax implications of withdrawing funds
• 53% were confident in what happens when RRSP matures
• Only 37% were confident in the Home Buyers' Plan (HBP)
• Just 28% were confident in the Lifelong Learning Plan (LLP), the lowest across all topics

RRSPs are powerful tools within a comprehensive retirement strategy, but they're just one component of the broader picture. Understanding contribution deadlines, the implications of early withdrawals, and how an RRSP fits alongside other registered accounts like TFSAs is also 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

Address

1200 Alpha Lake Road Suite 201
Whistler, BC
V8E0H6

Telephone

+16049384320

Website

http://edwardjones.ca/adam-adams

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