Edward Jones - Financial Advisor: Steve Gregory

In our latest Market Compass, our Senior Strategist, Mona Mahajan looks at market performance to date and outlines three key factors we’re watching for the rest of 2024.

To hear more, including from our Senior Strategist, Julie Petrera on how the Bank of Canada's recent policy rate cut could impact you, watch the full episode here.

Market Compass video series Market Compass helps keep you in the know about what's happening now and what we think may unfold over the next quarter. In this video series, our strategists focus on exploring economic events that matter to you, and offer tips you can use as you work toward your financial goals.

Happy Easter! May your Easter basket be filled with joy, happiness, and peace this season and always.

The start of retirement is personal and varies for everyone. The Age Wave study found that as people’s experiences, priorities and attitudes about retirement evolve, there are four distinct stages. Which stage are you in?

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The Edward Jones 'My Priorities' quiz can help you determine and compare your priorities. We use the results to tailor advice to you. Complete the quiz by clicking the “what are your priorities?” link at the bottom of my website or contact my office directly.

Your priorities are our priorities Before we provide advice, we take the time to learn about you and your priorities. Try the quiz to find your priorities now.

Here’s Edward Jones’ take on the 2024 economic outlook for Canada and the U.S.

The scoop from our analysts: Economic growth will slow before rebounding in the second half of 2024.

2024 Outlook: navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends.

We are celebrating!

What a milestone! In 2024, Edward Jones celebrates our 30th anniversary in Canada.

A new year also means another RRSP (Registered Retirement Savings Plan) season is upon us. Why not start the year off on a positive note by making an RRSP contribution if you still have the room? The deadline for 2023 contributions is February 29, 2024. I can help you maximize your retirement savings and keep your financial strategy on track. Let’s talk!

The 2023 RRSP contribution deadline is February 29, 2024 Start the year off by making sure your financial strategy is on track and that you maximize your retirement savings.

Happy New Year! All of us at Edward Jones wish you and your family peace, joy and prosperity throughout the coming year.

If you’ve opened an RESP for a child's education, consider contributing before December 31 to maximize the Canada Education Savings Grant for 2023. 20% of the first $2,500 of your annual contribution is eligible for a matching grant, to a maximum of $500 per child, per year.

Your 2023 year-end checklist As 2023 comes to a close, review your current situation with the help of your Edward Jones advisor.

The Edward Jones online 'My Priorities' quiz is a short, fun, and interactive quiz to help you rank your financial priorities. Once you're comfortable your list represents your unique values, please share it with me and I’ll use it to help customize your financial strategy.

Your priorities are our priorities Before we provide advice, we take the time to learn about you and your priorities.

We're committed to helping Canadians meet their financial goals through all of life's milestones, like purchasing a first home. With the First Home Savings Account, you can save towards a down payment. Open an account by December 31 to start the contribution process and carryforward up to $8,000 of unused contribution room to the following year.

First Home Savings Account (FHSA) Start saving for your first home by opening a First Home Savings Account with a financial advisor.

The new First Home Savings Account (FHSA) has a maximum lifespan of 15 years, so opening one prematurely could result in you having to close it before you're ready to buy a home. For example, if you open an FHSA at age 18, you would have to make a purchase by age 33. Upon closure any withdrawals are also taxable.

Should you open an FHSA before December 31? Let's look at some key factors to consider when determining if it makes sense for you to open an FHSA this year.

Today we honour those who lost their lives and fought for our freedom. We hope you will join us at Edward Jones for two minutes of silence on the 11th hour of the 11th day of the 11th month. To all our Canadian members of the military, past and present: thank you for your courage and sacrifice on our behalf.

Learn how we’ve invested in integrated technology to benefit our financial advisors - and their clients.

High tech, high touch digital client experience with easy-to-use tools| Edward Jones Our clients benefit from a close relationship with a trusted financial advisor and easy-to-use integrated technology tools. Put tech to work for you at Edward Jones.

With house prices, interest rates and inflation still high, you might want to help your adult children financially, so they get their life off to the best start. There are three options you could consider - a financial gift, a loan, or co-signing a mortgage. Each has pros and cons.

Considering helping your adult children purchase a home? Here’s what to consider

October is Cyber Security Awareness Month. Cyber criminals are online 24/7 trying to trick us into handing over personal information, and they are getting more sophisticated. It’s important to be vigilant. Learn more here.

6 ways to protect yourself against cyber threats 6 ways to protect yourself against cyber threats

At Edward Jones, we understand money's a thing but it's not everything. Retirement today is a whole new chapter in life that you define. I can help you figure it out, and together we can build a strategy to get you where you want to be.

We do money differently www.edwardjones.ca/ca-en

A new Edward Jones poll reveals that Canadians are stuck in a chaotic whirlwind of personal financial stress. Most Canadians are stressed about money yet only 33% admit they use a financial advisor, still 89% admit if they worked with one they would feel more confident about making financial decisions. Contact me today to learn more about how .

Poll Finds Financial Wealth-Health Imbalance Eye-opening polling data from Edward Jones Canada reveals Canadians are stuck in a chaotic whirlwind of personal financial stress.

Give me a call and we can discuss when, how and with whom you plan to retire, along with what you want to do. Based on your goals we'll build a financial strategy to help you get there.

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The 2023 federal budget proposed earlier access to more RESP Education Assistance Payments. This would increase the amount your child can withdraw in the first 13 weeks of a full-time program by $3000, and $2000 for a part-time program, providing you with a new planning opportunity.

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

RESP withdrawal rules: How 2023 changes provide a planning opportunity See how proposals in the federal budget will allow students to access more EAPs from RESPs.

Each time we meet – whether it's our first meeting or our 50th – we want to know, "What's important to you?". Edward Jones invests in you and your goals. Learn more about how we partner together.

Your financial advisor relationship There's an advantage to working with a financial advisor who’s in it with you for the long haul.

This September 30th is the National Day for Truth and Reconciliation which honours the children who never returned and the survivors of residential schools, their families and their communities.

This year, I'll be joining my Edward Jones colleagues to acknowledge this day by attending an immersive experience, where we will learn more about the meaning of this day from Mr. Cadmus Delorme, former Chief of Cowessess First Nation, as he discusses historical events and their impact on First Nation communities, including their future and society in general.

Through experiences like these, I hope to expand my knowledge and understanding of the rich and diverse cultures, traditions, histories, and contributions of Indigenous peoples in Canada.

Join me in a moment of reflection and to learn more.

Photo credit: Government of Canada

Understanding the National Day for Truth and Reconciliation September 30, 2021, marks the first National Day for Truth and Reconciliation, a day that coincides with Orange Shirt Day. It recognizes the tragic legacy of residential schools, the missing children, the families left behind and the survivors of these institutions.

If your mortgage renewal is looming, you might be worried you’ll end up with higher payments that could impact your budget and goals. Before you renew, let’s review your options together. I can help you make the best choice for your personal needs. Call me!

Time to renew your mortgage? Here are 5 things you can do.

Today is World Gratitude Day! September 21 is world gratitude day. This is a day to take stock of all the good things in your life. Why not arrange a meal with family, hang out with friends or simply write a list of everything you’re grateful for.