Michael Lawrence

Michael Lawrence is a strategist within the Canadian Advice & Guidance department, where he leads the development, implementation, and communication of the firm’s advice and guidance (A&G). His responsibilities span the creation and revision of financial planning strategies, updates to Edward Jones capital market assumption, strategic and opportunistic portfolio guidance, and the integration of A&G into key advisor tools and platforms. 

Michael started his career at Edward Jones in 2022. With over 14 years of experience and professional qualifications including Chartered Financial Analyst, Chartered Investment Manager^® and the CERTIFIED FINANCIAL PLANNER^® designation, Michael brings deep technical experience and a broad, cross- functional lens to financial planning. He plays a key leadership role on multiple internal committees responsible for shaping the firm’s A&G, and collaborates closely with teams across Canada and the U.S. to ensure strategic alignment and practical application of guidance across the advisor network. 

Michael is a trusted voice across the organization, regularly authoring strategy and insight reports, and delivering advisor education through webinars and in- person events. He serves as the lead for Canada’s Quarterly Market Insights advisor call and the internal Thriving in All Markets committee, reinforcing his position as a thought leader in both investment and planning strategy. 

Prior to joining Edward Jones, he worked at MD Financial Management as a financial planning consultant with MD Signature, and more recently as a portfolio relationship manager with MD Private Investment Counsel.

Michael lives in the Ottawa area with his wife and two daughters. He enjoys golfing and playing hockey.