Edward Jones - Financial Advisor: David Friesen
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What to expect from our Branch:
-We want to understand what's important to you.
-We'll use an esta
07/11/2026
Geopolitics remain a source of volatility following renewed U.S.-Iran tensions.
Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.
The most effective estate plans don’t just focus on documents, assets, or who gets what. They also consider the people entrusted with important responsibilities.
Family financial and estate planning meetings can help ensure that key individuals understand their responsibilities before they're called upon to act.
For example:
● Does your executor know they've been chosen?
● Does your power of attorney understand your wishes?
● Do the people you've selected know where important information can be found?
That's often just as important as having the documents themselves in place.
If you're considering a family estate planning meeting, I can help you develop an approach that aligns with your needs. Let’s connect.
Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.
07/02/2026
A comprehensive financial plan is about more than investing. It considers the many factors that work together to support the life you want to build.
🔹 Financial management: saving, borrowing and managing debt.
🔹 Asset management: investing with purpose to help build your wealth
🔹 Tax considerations: exploring opportunities to reduce or defer taxes
🔹 Retirement planning: preparing for financial security throughout retirement
🔹 Risk management: protecting against unexpected events
🔹 Estate planning: planning for wealth transfer and legacy
🔹 Business planning: aligning business and personal financial goals
The most effective plans don't look at these areas in isolation. They work together to support the life you want to build.
Interested in a more comprehensive approach to your financial future? Let's connect.
Investing versus financial planning Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.
06/13/2026
Tech is cooling, not breaking: The recent pullback in semiconductors reflects profit-taking after a “too far, too fast” rally, with improving breadth signaling a healthier market backdrop.
Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.
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Address
180 King Street S Suite 150
Waterloo, ON
N2J1P8
Opening Hours
| Monday | 9am - 4:30pm |
| Tuesday | 9am - 4:30pm |
| Wednesday | 9am - 4:30pm |
| Thursday | 9am - 4:30pm |
| Friday | 9am - 4:30pm |
