Donna Smith, CFP

Donna Smith, CFP updated their phone number.

I can work with you to determine if refinancing your mortgage or auto loan is the best solution for your situation. Get in touch today to learn your options.

Time to Refinance | Edward Jones Before we can develop an investment strategy for you, we get to know you.

I can work with you to take back control of your credit card debt. Get in touch with me today to learn more about how I can help you get back on track.

Control your credit | Edward Jones The more involved you want to be in making decisions and reviewing your investments, the more complex your approach may be.

The more money you save and invest for your children’s post-secondary education, the more flexibility and control you’ll have when it comes time to weigh your options. I am available to help you put together an education savings plan that works for you. Get in touch today.

How Can the UCCB Help in Saving for a Child's Postsecondary Education? | Edward Jones As university and college costs increase, the Universal Child Care Benefit (UCCB) can be an important tool to help you save for your child’s education.

The Quarterly Market Outlook provides investors with our perspective on recent activity in the capital markets. Read more here:

Quarterly Market Outlook | Edward Jones Edward Jones Investment Policy Committee provides a Quarterly Market Outlook. We look at what’s going on in the capital markets this quarter and provide our perspective on a variety of topics.

There are a number of different tax strategy options that business owners can consider. I can work with you and your legal and tax team to determine which plan works best for you and your business. Please don’t hesitate to reach out if you have any questions.

Actionable Steps to Stay in Control and Safeguard the Future of Your Business | Edward Jones As a small business owner, you’ve worked hard to build your business. Now, in a time of uncertainty, protecting it as you did building it is paramount.

Let’s get started....“You can’t go back and change the beginning, but you can start where you are and change the ending.” – C.S. Lewis

Once viewed as an end to work and an opportunity to wind down, retirement is increasingly becoming a time of new choices, new freedoms, new purpose and new challenges. Retirement is changing. Learn how here.

Edward Jones and Age Wave Release New Study: “The Four Pillars of the New Retirement” Retirement is changing. Learn how here.

Preparing for retirement or planning for your child’s education are significant milestones that require long-term planning. By considering your long-term goals, I can work with you to understand what’s important to you.

You Can Balance Planning for Your Retirement and Saving for Education | Edward Jones Balancing multiple financial goals at one time can be tricky especially in these challenging times. I can help you prioritize and understand the key considerations and tradeoffs.

Weekly Market Update: Business activity for the manufacturing sector expanded in Canada, and the domestic economy added 418,500 jobs in July, beating estimates. Following the three-month rebound, Canada has now recouped 55% of jobs lost due to the pandemic. Read the rest here.

Weekly Market Update | Edward Jones The Weekly Market Update is published every Friday.

It’s not too late to get back on track with your investments if you feel like you’ve lost your way. It may be a good idea to consider investing in both stocks and bonds because it can help stabilize your returns – even during times of extreme market volatility. Contact me to discuss.

Strike the Right Balance in Your Portfolio with Stocks and Bonds | Edward Jones Did you know there are lessons from the 2020 bond market that can help you achieve high marks on your portfolio through all types of market cycles? Find out the critical role Bonds play in your portfolio

Preparing for a child’s future education can be a whole-family affair, but how are parents supposed to manage contributions from multiple sources? Let's talk about the best way for family members to contribute to your child's education.

Education Funding Strategies: A Family Affair | Edward Jones RESPs, Informal Trust Accounts, TFSAs – these are some considerations for the whole family when it comes to education savings.

Are you an experienced financial advisor looking to take your practice to the next level? Attend this event to learn more about the opportunity at Edward Jones.

Virtual Home Office Visit | July 30, 2020

Your mental health, physical health and financial health are a package deal. Did you know that 59% of Canadians are spending more time watching television, 69% are spending more time on the Internet and 35% are eating more unhealthy foods since the start of COVID-19? Check out our health and wellness resources. I'd love to partner with you and your family to help you feel in control.

Your Physical, Emotional and Financial Health Go Hand in Hand | Edward Jones It's important to take a holistic approach to your well-being. Planning for your future isn't only about saving and your financial health, it's also about your physical and emotional wellness and that of your community.

Hear from our Country Leader David Gunn about how the pandemic has changed the client-advisor experience.

How a Pandemic Changed the Client-Advisor Experience Forever In a matter of days, the COVID-19 pandemic completely changed the way we connected with our clients, prospective clients, branch teams and home office associates.

Canada's Fiscal Snapshot highlighted how significantly young families are being impacted by COVID-19 – parents and grandparents may be called upon to help. You may be wondering how to balance your own retirement goals with other goals like helping your loved ones. We can help.

Are You A Young Family Impacted by COVID-19? | Edward Jones Volatile markets may lead you to question your retirement plan. Here are some actions to consider.

As a business owner you may already know this and be living through it, but the Canadian Fiscal Snapshot confirmed it -- the impact of COVID-19 on business owners is staggering. In May alone, 43% of self-employed workers worked less than half of their usual hours. I can help you create a financial strategy, so you can focus on your business and serving your customers. Check out our Business Owner's Guide to Survive and Thrive. I'm just a phone call or comment away if you want to chat.

Are You a Business Owner Impacted by COVID-19? | Edward Jones If you’re like many business owners who’ve been navigating this year of change and challenge, you’re likely wondering what you should do next.

It’s the small things that make a big difference. This is why I will go out of my way to get to know you on a personal level, because only then will I be able to help you develop a measurable and actionable strategy that meets your goals and timelines. We have lots of ways we can meet virtually. Let's talk.

It's the Small Things That Make a Big Difference | Edward Jones There's an advantage in working with a financial advisor who knows you – and your financial goals.

It's now easier to contact Donna Smith, CFP.

While social media often shows us a window into other people’s “now,” we can forget that what is “now” is the result of months or years of progress. The same is true for investing and the accumulation of wealth. It’s important to remember that most people make their money over time, not overnight.

Most People Make Their Money Over Time Not Overnight | Edward Jones Most individual investors make their money over time, not overnight.

Finding the answer to “why do I want to invest?” becomes the foundation for any good investment strategy. Knowing your purpose and recognizing what it is you want to achieve financially will help us build a comprehensive financial strategy that best meets your goals. Once we understand the “why” to investing, we can move on to figuring out the “how.”

Understanding Your Investing 'Why' Helps You Understand the 'How' | Edward Jones Investing can be a financial juggling act, and you don't want to drop anything that's important.

Weekly Market Update: It's time for your weekly financial market update. Find out what happened this past week and what's coming up. Read it here.

Weekly Market Update | Edward Jones The Weekly Market Update is published every Friday.

While it may not be business as usual for many small and medium sized businesses, we can all still do our part in supporting our friends and neighbours by making purchases or donations online, buying gift cards to save for later, or by using take-out or delivery options from your favourite local restaurants. If spending money isn’t an option for you, take a minute to write a positive review on their social media page, or follow their page. Like many of you, I look forward to the day when we can return to being active members of our communities and supporting local businesses and charitable causes.

Focusing on Small Businesses in Our Community | Edward Jones There's an advantage in working with a financial advisor who knows you – and your financial goals.

At Edward Jones, we believe in five basic rules that will help you form a strong foundation for investing, and it all begins with developing a strategy. Interested in learning more? I’ll be more than happy to help you build a personalized strategy that suits your needs.

Investing Rules of the Road | It Begins with a Strategy | Edward Jones Most individual investors make their money over time, not overnight.

June is LGBTQ Pride Month! It's an opportunity to come together to celebrate diversity, equality and acceptance for everyone -- a message that deserves to be on repeat. Unfortunately, we’re not able to join in any celebrations or festivities with you in person this year, but we're with you in spirit and will continue to proudly help individuals, couples and families of all kinds achieve their financial goals.

Happy Pride Month! --> edwardjones.ca June is LGBTQ Pride Month!

Edward Jones is committed to giving everyone a voice, enhancing recruitment, hiring and advancement practices, and creating training programs that help to end systemic racism, bias and discrimination.

Edward Jones Announces Commitment to Positively Impact Opportunities for Visible Minorities and Indigenous Peoples "We stand for inclusion and we recognize that there is critical work that needs to be done to end bias, racism and discrimination in our workplaces and in our world. We are committed as a firm to listen, learn and take responsibility."

Weekly Market Update: Find out what's happening in the markets with our latest update. Read it here.

Weekly Market Update | Edward Jones The Weekly Market Update is published every Friday.