When it comes to your physical fitness, you may have goals you're trying to reach. And while it's possible to reach these goals on your own, even the most elite athletes work with a personal trainer to help them reach their goals.

Just as a personal trainer can help you realize your physical fitness goals; as your financial advisor, I can help you as you work toward your financial goals. 

Call me <insert name> at Edward Jones <insert phone number>. at Edward Jones .

Edward Jones. Member Canadian Investor Protection Fund

When it comes to your physical fitness, you may have goals you're trying to reach: to compete in a sport, to shed extra weight, to attain a certain physique, etc. And while it's possible to reach these goals on your own, even the most elite athletes work with a personal trainer to help them reach their goals.

When it comes to your financial fitness, you likely have goals you want to achieve. Maybe you're investing to live the retirement you envision, or you want to help pay for a child's education or you're planning on making a major purchase. Just as a personal trainer or coach can help you realize your physical fitness goals, your financial advisor can help you as you work toward your financial goals.

As your financial advisor, I can help you: 

• Set goals and prepare a financial strategy
• Provide financial coaching through life
• Perform regular check ins

If you need assistance getting into financial shape, call me <insert name> at Edward Jones < insert phone number>  

OPTIONAL: Connect with me at Edward Jones dot ca. slash <insert first name> dash <insert last name> or email me at <FA email>

Edward Jones. Member Canadian Investor Protection Fund

When it comes to your physical fitness, have goals you're trying to reach. And while it's possible to reach these goals on your own, even the most elite athletes work with a personal trainer to help them reach their goals.

Just as a personal trainer or coach can help you realize your physical fitness goals; your Edward Jones financial advisor <financial advisor name> can help you as you work toward your financial goals. Give <insert name> a call at <insert phone number>. 

Edward Jones. Member Canadian Investor Protection Fund

When it comes to your physical fitness, you may have goals you're trying to reach: to compete in a sport, to shed extra weight, to attain a certain physique, etc. And while it's possible to reach these goals on your own, even the most elite athletes work with a personal trainer to help them reach their goals.

When it comes to your financial fitness, you likely have goals you want to achieve. Maybe you're investing to live the retirement you envision, or you want to help pay for a child's education or you're planning on making a major purchase. Just as a personal trainer or coach can help you realize your physical fitness goals, your Edward Jones financial advisor can help you as you work toward your financial goals.

Your financial advisor can help you:

• Set goals and prepare a financial strategy
• Provide financial coaching through life
• Perform regular check ins

Get into financial shape by giving <insert name> at Edward Jones a call at <insert phone number> 

OPTIONAL: Connect with <insert name> at Edward Jones dot ca. slash <insert first name> dash <insert last name> or email <insert name> at <FA email>

Edward Jones. Member Canadian Investor Protection Fund

It is said that you cannot enjoy wealth if you’re not in good health. Yet we spend a significant amount of time preparing financially for our retirement without serious considerations of our healthcare. The fact is retirement planning and healthcare are closely connected and the choices you make today will have an impact in your retirement years.

Call me <insert name> at Edward Jones <insert phone number>. Together we can review your goals and I can create a strategy that supports those goals.

Edward Jones. Member Canadian Investor Protection Fund

It is said that you cannot enjoy wealth if you’re not in good health. Yet we spend a significant amount of time preparing financially for our retirement without serious consideration to our healthcare. The fact is retirement planning and healthcare are closely connected and the choices you make today will have an impact in your retirement years.

According to the research we did with Age Wave in 2022, more than 97 per cent of retirees and 99 per cent of those age 75 and over report that health is more important than personal wealth. Yet despite this near universal appreciation for the importance of physical and mental well-being, many of us will face health care crises or challenges as we’re planning for, or living in, retirement. Search edwardjones.com for “health and wealth in sync” to learn more.

Your Edward Jones financial advisor can work with you to create financial strategies that reflect your goals and take into consideration the possibility of unexpected, additional, or prolonged healthcare expenses.

Call me <insert name> at Edward Jones <insert phone number>. 

OPTIONAL: Connect with me at Edward Jones dot ca. slash <insert first name> dash <insert last name> or email me at <FA email>.

Edward Jones. Member Canadian Investor Protection Fund

It is said that you cannot enjoy wealth if you’re not in good health. Yet we spend a significant amount of time preparing financially for our retirement without serious considerations of our healthcare. The fact is retirement planning and healthcare are closely connected and the choices you make today will have an impact in your retirement years.

Give <insert name> a call at <insert phone number> who can help you ensure your strategies reflect your goals.

Edward Jones. Member Canadian Investor Protection Fund

It is said that you cannot enjoy wealth if you’re not in good health. Yet we spend a significant amount of time preparing financially for our retirement without serious considerations of our healthcare. The fact is retirement planning and healthcare are closely connected and the choices you make today will have an impact in your retirement years.

According to the research we did with Age Wave in 2022, more than 97 per cent of retirees and 99 per cent of those age 75 and over report that health is more important than personal wealth. Yet despite this near universal appreciation for the importance of physical and mental well-being, many of us will face health care crises or challenges as we’re planning for, or living in, retirement.

Your Edward Jones financial advisor can work with you to create financial strategies that reflect your goals and take into consideration the possibility of unexpected, additional, or prolonged healthcare expenses.

Call <insert name> at Edward Jones at <insert phone number>. 

OPTIONAL: Connect with <insert name>, at Edward Jones dot ca slash <insert first name> dash <insert last name> or email <insert name> at <FA email>.

Edward Jones. Member Canadian Investor Protection Fund

Planning for your financial well-being includes having documents in place to address what happens in the event you are not able to make financial decisions for yourself. Having documents in place that grant someone else the authority to make financial decisions on your behalf is a key aspect of ensuring your healthcare and finances are in order.

For a closer look at your financial strategy, call me <insert name> with Edward Jones <insert phone number>.

Edward Jones. Member Canadian Investor Protection Fund

Planning for your financial well-being includes having documents in place to address what happens in the event you are not able to make financial decisions for yourself.

You may be temporarily incapacitated or chronically debilitated, but in either case, having documents in place that grant someone else the authority to make financial decisions on your behalf is a key aspect of ensuring your healthcare and finances are in order.

Many people don’t realize that, generally speaking, no one has the automatic authority to act on your behalf — not a spouse, not a child, no one. To help ensure the best possible outcomes for you and your family, you’ll want to make sure that you have the appropriate documents to enable your trusted representative to prove that they have the legal authority to address your financial affairs. Investment accounts or funds required to pay for your care could be inaccessible during a time when the stakes are high and time is of the essence. 

For a closer look at your financial strategy,  call me <insert name> at Edward Jones <insert phone number>.

OPTIONAL: Connect with me at Edward Jones dot ca. slash <insert first name> dash <insert last name> or email me at <FA email>.

Edward Jones. Member Canadian Investor Protection Fund

Planning for your financial well-being includes having documents in place to address what happens in the event you are not able to make financial decisions for yourself. Having documents in place that grant someone else the authority to make financial decisions on your behalf is a key aspect of ensuring your healthcare and finances are in order.

For a closer look at your financial strategy, call <insert name> with Edward Jones <insert phone number>.

Edward Jones. Member Canadian Investor Protection Fund

Planning for your financial well-being includes having documents in place to address what happens in the event you are not able to make financial decisions for yourself.

You may be temporarily incapacitated or chronically debilitated, but in either case, having documents in place that grant someone else the authority to make financial decisions on your behalf is a key aspect of ensuring your healthcare and finances are in order.

Many people don’t realize that, generally speaking, no one has the automatic authority to act on your behalf — not a spouse, not a child, no one. To help ensure the best possible outcomes for you and your family, you’ll want to make sure that you have the appropriate documents to enable your trusted representative to prove that they have the legal authority to address your financial affairs. Investment accounts or funds required to pay for your care could be inaccessible during a time when the stakes are high and time is of the essence.

For a closer look at your financial strategy, call <insert name> at Edward Jones <insert phone number>. 

OPTIONAL: Connect with <insert name>, at Edward Jones dot ca slash <insert first name> dash <insert last name> or email <insert name> at <FA email>.

Edward Jones. Member Canadian Investor Protection Fund