Edward Jones Financial Advisor: Andrew Williams

08/26/2022

August 26 is the best day in the world for dog lovers. It’s time to celebrate your furry, little canine buddy. It’s National Dog Day! Dogs bring a lot of warmth and joy into our lives. And no one loves you as much as your pet pooch. Everyone’s got a memorable family dog story. What’s yours?

08/19/2022

I am very proud to announce Edward Jones is continuing to support The Terry Fox Foundation this year. On April 12, 1980 Terry began his cross Canada run – a Marathon of Hope – uniting Canadians from coast to coast to raise money for cancer research. Today we continue to support Terry's dream of a world without cancer. At Edward Jones we believe that this dream can be achieved by investing in the best cancer research. This year, I'm honoured to be part of Team Edward Jones, taking part in the 2022 Terry Fox run, connecting more deeply with the communities we serve, while raising funds to support critical cancer research projects. Learn more about why we're supporting the 1 in 2 Canadians and their loved ones who will face cancer here.

Learn more about the Terry Fox Run and how you can get involved with the Terry Fox Foundation.

08/09/2022

Parents with two or more children often notice they can have surprisingly different personalities and interests. RESP rules take these potential differences into consideration. If one child doesn’t want to pursue post-secondary education, it may be possible for you to transfer the RESP contributions and grants to a second child that does (note that contribution and CESG limits still apply). If you think you might be in this situation, give me a call and let’s discuss together.

You may have been investing for years for your child or grandchild's post-secondary education. But what happens if they decide not to go to university or college? In this article, we outline what happens to your contributions, the government grants and investment growth.

08/02/2022

If you've achieved milestone #2 you're well on your way to achieving an optimal state of financial stability. As a guide, the third milestone can be achieved once you’ve saved three to six months of expenses for emergencies, invested the necessary amount to realize your vision of retirement and your debt is at a manageable level. I can help you create a financial strategy to help you manage every twist and turn. Let's talk.

Your financial journey is unique to you, but we all have one thing in common: we want the ability to have freedom and flexibility in our financial life. Check out the three milestones you should watch for as you work to achieve that goal.

07/30/2022

Now that you're building momentum you are well on your way to achieving milestone #2. To get there, aim to save about one to two months of expenses for emergencies, invest 10-15% of gross income into your retirement accounts, and reduce your mortgage or increase your down payment on a home. I can help you create a strategy to stay on track with your goals. Call or DM me to discuss.

Your financial journey is unique to you, but we all have one thing in common: we want the ability to have freedom and flexibility in our financial life. Check out the three milestones you should watch for as you work to achieve that goal.

07/29/2022

Many of us have financial goals but might not know how to achieve them. The first step is to build a solid foundation. This involves putting one month of expenses aside for emergencies, taking advantage of employer sponsored savings plans and paying down high-interest, non-deductible debt. I can create a personalized financial strategy to help you achieve this important milestone. Let's talk.

Your financial journey is unique to you, but we all have one thing in common: we want the ability to have freedom and flexibility in our financial life. Check out the three milestones you should watch for as you work to achieve that goal.

07/14/2022

Edward Jones, in partnership with AgeWave – a leader in aging population research, recently conducted its 2nd retirement study which finds that many Canadians are uncovering changes in how they perceive and experience retirement. Retirement is now viewed as a journey that develops overtime. On average, Canadians say their ideal length of retirement is 27 years, but many fear they will outlive their savings. Are you confident that your retirement plan is ready for your idea of retirement? Let's talk. Read the full press release here.

Read more about Edward Jones in the news.

07/11/2022

The new First Home Savings Account (FHSA) was announced in the 2022 federal budget. Some finer details, such as which investments qualify and whether beneficiaries can be named, still need to be ironed out. These should be addressed in time for the launch in 2023. I can talk to you more about the FHSA. Give me a call.

The federal government proposed the First Home Savings Account (FHSA) to help first-time home buyers save for the purchase of their first home. Check out the latest updates.

06/28/2022

Did you know that June 28th is National Insurance Awareness Day? Having the right insurance can help protect you from unforeseen events including damages to property, illness or death. On this National Insurance Awareness Day, I’d like to encourage you to review your current coverage. Reach out and we can discuss your current and future needs.

Unforeseen circumstances can always happen. That's why we'll help you stay prepared for the unexpected.

06/17/2022

Wealth Professional has named Edward Jones Canada a 5-Star Brokerage. This award recognizes Edward Jones' commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation. I'm proud to work for a firm which provides such great support to my branch team, allowing me to focus on what's most important - building trusted relationships with my clients to help them achieve their financial goals, and partnering with them for positive impact in every community we serve.

From technology-focused platforms to alternative investments and inspiring cultures, Canada’s top brokerages are arming advisors for next-level service

06/10/2022

June is 2SLGBTQ+ Pride Month! A time to celebrate love, acceptance and being proud of who you are. It's an opportunity to come together to celebrate history, courage, diversity, equality and belonging for everyone – a message that deserves to be on repeat every day. Love fully, live fully and be true to yourself.