Edward Jones - Financial Advisor: Stuart McConnachie

06/10/2026

I live around Whistler. So do a lot of cashed‑out entrepreneurs.

I see what life looks like a year, five years, ten years after the exit. Some land well.
Some find it takes longer to feel grounded. The pattern is often not what entrepreneurs expect going in.

I’ve spent 15+ years advising entrepreneurs and professionals on the wealth side of a transition. The CEPA designation shapes how I approach this work—it’s about more than the financial event. It’s a personal one. The number you sell for is not the same as the life you build with it.

The Transitions Forum is one of the places where entrepreneurs start asking better questions early enough to act on the answers.

As part of the Vancouver advisory board, I’m focused on bringing more attention to the after‑the‑deal conversation—not just the deal itself.

Learn more: https://bit.ly/4okrn7y

06/10/2026

The Bank of Canada held its policy rate at 2.25%.

Key factors behind the decision:

• Job seekers are unemployed longer with youth most impacted
• A temporary rise in inflation from higher oil and gas prices
• Ongoing risks from CUSMA negotiations and geopolitical uncertainty

If you have questions about how the Bank of Canada's latest rate decision impacts your financial plan, reach out. I'm happy to help.

06/06/2026

Last week's blowout U.S. payroll report underlined the improvement in the U.S. labour market this year, with hiring accelerating and broadening across sectors, signaling a more durable foundation for growth. Canadian employment data were also surprisingly strong, reversing some of the weakness in hiring this year.

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

06/04/2026

Low Hanging Value
Before complex strategies, there’s often simple, low hanging work that quietly strengthens enterprise value—reducing owner dependence, improving controls, addressing concentration risk, and updating documentation. Think of it like tidying the house… then deciding to live that way.

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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

05/28/2026

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.

Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.

So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.

If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.

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

05/25/2026

Changes at work can sometimes create a good moment to pause and get organized.
If you’re part of the Vail team here in Whistler, you may have heard that the Group RRSP is being transitioned to Canada Life. Transitions like this don’t need to be complicated — but they can be a worthwhile time to step back and look at how everything fits together.

How does this plan connect with your other accounts?
Is everything aligned with where you’re headed?

If you have questions or just want to talk it through, my branch and I are always here for a conversation.

No pressure — just a chance to get a little more clarity around your financial picture and feel prepared for what’s ahead.

05/23/2026

Ottawa's proposed national sovereign wealth fund, the Canada Strong Fund, is generating a lot of headlines. Before drawing any conclusions, it's worth pausing on what we actually know, and what we don't.

The details that matter most to investors are still undefined. Governance structures, safeguards against political influence, liquidity terms, lockup periods and realistic risk and return expectations have not been established. The fund's focus on areas where private capital hasn't stepped in suggests these investments may carry meaningful risk. And unlike Norway's sovereign wealth fund, which invests globally and excludes direct retail participation, the Canada Strong Fund would invest domestically and include a retail investor component. That's a significant distinction.

A strong financial plan doesn't react to headlines. It's built on quality investments, diversification and a long-term perspective grounded in your goals, your timeline and your comfort with risk. Those principles don't change because of a political announcement.

If you'd like to talk through what this means for your plan, reach out and let's talk.

Learn about what Canada's proposed Sovereign Wealth Fund means for your financial plan.

05/23/2026

Stocks continue to climb despite rising rates.

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