Edward Jones - Financial Advisor: Darryl Metzger

07/19/2025

It's time for your weekly market update from Edward Jones.

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

07/17/2025

Asset location is about how your investments are taxed, and the types of accounts you hold them in, like RRSPs or non-registered accounts.

Why does it matter? Placing the right types of income in the right accounts can help reduce taxes and support your long-term goals.

Some key takeaways:
✅ Registered accounts like an RRSP grow tax-deferred, making them a great choice for interest income
📊 Capital gains and dividends are taxed more favourably than interest income, often making them a better choice for non-registered accounts
🎯 The goal: Same overall strategy, but pay less tax on investment income

Want to explore a more tax-efficient portfolio? Let’s talk.

Where you hold your assets could have an impact on tax treatment.

07/12/2025

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.

07/10/2025

The early months of the year are packed with financial tasks: RRSP contributions, financial plan reviews and filing your tax return, to name just a few. But once deadlines pass and things slow down, spring and summer give us space to think.

If you have accounts scattered across multiple institutions, this could be the ideal time to consolidate. Having a unified strategy can help simplify your decision-making and set you up for long-term success.

Wondering if consolidating would work for you? I would be happy to review your portfolio for you and discuss some options.

Track your financial assets more effectively by consolidating to one advisor.

07/05/2025

The first half of 2025 provided plenty of twists and turns for investors. With the second half of the year likely to bring its own share of uncertainties, we highlight three key themes and corresponding portfolio opportunities to help investors navigate the second half.

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

07/03/2025

Did you know that getting married can impact your taxes?

This is something I often discuss with newly married clients, because the sooner you understand how things can change, the easier it is to plan for them.

Marriage can affect your eligibility for credits, deductions, and how your income is taxed.

If you’re navigating this for the first time, I’d be happy to help you and your partner make sense of it all - and set you up for success, together.

Check out this article to learn more and please get in touch if you’d like to discuss.

It's important to discuss your finances and long-term goals with your significant other.

07/01/2025

Happy Birthday, Canada!

Today, we celebrate the rich history, diverse culture and breathtaking landscapes that make our country so unique and beautiful.

As we gather with family and friends, let's reflect on the values that unite us: kindness, inclusivity and resilience.

06/28/2025

Stock markets made all-time highs last week. Can the rally continue, and how do we position from here?

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

06/26/2025

Investing and gardening aren’t that different - sometimes the results aren’t what we’d hoped, or we wish we’d gotten started sooner. The good news: It’s never too late grow something meaningful.

Whether you're starting fresh or getting back on track, it’s always possible to build a stronger financial future.

Want to get your financial goals on track? Please get in touch and let’s review your options together.

Strategic approaches to manage your investments

06/21/2025

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questions that could shape the second half of 2025.

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

06/21/2025

Today is National Indigenous Peoples Day, a time to honour the history, heritage, diversity and resilience of First Nations, Inuit and Métis peoples across Canada.

I’m proud to be part of a team that’s committed to recognizing the past, learning, listening, and creating more opportunities for Indigenous communities.

Let’s take this opportunity to celebrate the many contributions of Canada’s Indigenous peoples and work toward a more inclusive future.

06/19/2025

Wondering how to deal with the family cottage in your estate plan?

Life insurance is one option many clients explore, especially if they want to cover the capital gains tax on the property.

A permanent, joint last-to-die policy can provide a tax-free payout right when it’s needed, so your family doesn’t have to sell the cottage to pay the bill.

Let’s talk about whether this strategy could work for your family.

Learn strategies to keep a cottage in your family while managing your tax bill.