Elise Thomsen - Edward Jones Financial Advisor

Elise Thomsen - Edward Jones Financial Advisor I love my career because I get to help a wide range of people create a road map for turning their dreams into a reality. And the list goes on.

I've helped single mothers make sure their children can afford to get a good education with grants and an achievable saving plan. I've helped retirees ensure they can keep the family home in good condition and spoil their grandkids so they can continue to make memories they'll value for many years to come, without stressing about the bills. I've helped young families put plans in place to ensure t

hey are protected in case tragedy strikes. I've worked with business owners, accountants and lawyers to help the navigate strategies for their corporate holdings to make sure their own needs are met and the company they've built from scratch can continue. If you don't have somebody fully committed to helping you ensure your dollars work as hard as you do, how are you ensuring you aren't missing opportunities? I use an established process to get to know my clients and understand their needs so I can proactively work with them to over the long-term. I believe in transparency around all aspects of investing. I believe a new generation of investors are making ESG (also known as ethical or responsible investing) principals even more important when considering which investments to add to your portfolio. I also focus on educating my clients about the things they need to know so they can make more informed decisions with my guidance. I love it when a client says, "I don't get this" and I get to help them have a lightbulb moment. It is so rewarding to watch them become empowered investors. When I'm not working, I'm usually playing with my young son or volunteering with the Dorchester and District Lions. I love all kinds of animals, a crackling campfire and a good comedy. Please feel free to reach out to me if you have any questions or would like a second opinion on your current portfolio. The coffee or tea is on me.

Our latest Weekly Market Wrap covers key implications for investors amid market volatility. Ultimately, while volatility...
04/05/2025

Our latest Weekly Market Wrap covers key implications for investors amid market volatility. Ultimately, while volatility is never comfortable, we recommend investors stick with their long-term investment strategy, with an emphasis on quality and diversification.

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

At this stage, the scope, magnitude, timing and persistence of tariffs remain unknown. However, for investors, maintaini...
03/29/2025

At this stage, the scope, magnitude, timing and persistence of tariffs remain unknown. However, for investors, maintaining a focus on what’s known can be a helpful guide to navigate the headlines and market volatility.

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

In this week's update we review last week's market performance and take a look at what the week ahead could hold.
03/22/2025

In this week's update we review last week's market performance and take a look at what the week ahead could hold.

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

Find out what's happening in the markets with our latest financial market update.
03/15/2025

Find out what's happening in the markets with our latest financial market update.

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

Our latest Weekly Market Wrap digs into signs of a shift in the U.S. economy and how the markets are adjusting.
03/08/2025

Our latest Weekly Market Wrap digs into signs of a shift in the U.S. economy and how the markets are adjusting.

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

We highlight three 2025 market trends we're watching carefully as the year unfolds. Overall, in our view, the trends und...
02/22/2025

We highlight three 2025 market trends we're watching carefully as the year unfolds. Overall, in our view, the trends underscore the importance of portfolio diversification across sectors, regions and asset classes.

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

Two months into 2025, markets are navigating conflicting forces where headlines, sentiment and actual developments don't...
02/15/2025

Two months into 2025, markets are navigating conflicting forces where headlines, sentiment and actual developments don't always align. We offer our perspective on the key crosscurrents shaping the investment landscape and highlight how market trends in some cases run counter to headlines.

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

Canada will tax you on your global income if you are a Canadian tax resident. This includes distributions from U.S. reti...
02/08/2025

Canada will tax you on your global income if you are a Canadian tax resident. This includes distributions from U.S. retirement plans which you must claim as income when filing your Canadian taxes. However, U.S. taxes may be claimed as a Canadian foreign tax credit to reduce double taxation. Remember to always seek advice first from a qualified tax professional.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.

From a portfolio perspective, we see diversification in the year ahead as a critical way to stay focused on your goals d...
02/08/2025

From a portfolio perspective, we see diversification in the year ahead as a critical way to stay focused on your goals despite political uncertainty and potential bouts of volatility. Don't hesitate to reach out with any questions.

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

Spouse beneficiaries may be able to roll over an inherited U.S. IRA plan to their own IRA, then withdraw from the plan, ...
02/07/2025

Spouse beneficiaries may be able to roll over an inherited U.S. IRA plan to their own IRA, then withdraw from the plan, and transfer the funds to an RRSP without using existing RRSP contribution room. Non-spouses have to withdraw the funds from the inherited U.S. retirement account within 10 years. Edward Jones recommends you first consult with legal and tax professionals. Please contact me if I can help initiate these introductions.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.

Registered retirement savings plans (RRSPs) have been available to Canadians for more than half a century and for many C...
02/05/2025

Registered retirement savings plans (RRSPs) have been available to Canadians for more than half a century and for many Canadians, they represent a significant source of their retirement savings. For new investors who may not be sure what RRSPs are, here are the basics to help you get started.

Learn how an RRSP from Edward Jones may help you meet your retirement goals.

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