Edward Jones - Financial Advisor - Tom Riedl

Financial fulfillment doesn't just change how you feel about money. It can change how you experience your life.

New 2026 research from Edward Jones and Gallup, spanning 2,117 Canadians, found that financially fulfilled Canadians are more than five times as likely to rate their mental health as very good or excellent compared to those who are financially stressed (80% vs. 14%), and nearly four times as likely to say the same about their physical health (52% vs. 14%).

Fulfillment isn't out of reach. I'd love to be part of that conversation. Book a call with me today.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

Money and Meaning: Understanding Financial Fulfillment (CA|EN) Read our research on how values and emotions shape our relationship with money.www.edwardjones.ca/ca-en

Asset location is an important part of building and maintaining a thoughtful financial strategy. It focuses on where investments are held across different account types and how those choices affect taxes over time with the goal of maximizing after-tax returns.

This approach does not change your goals, your asset allocation, or your risk level. Instead, it helps ensure your investments, accounts, and tax considerations are working together efficiently.

As your Edward Jones financial advisor, my role is to help you make informed, well-coordinated decisions and revisit them as your life and priorities evolve.

Why does asset location matter? Where you hold your assets could have an impact on tax treatment.

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