Brad Gallant Edward Jones - Financial Advisor, Financial Planner

10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

10/22/2026

Most people see the meetings, plans, and conversations.

What they dont see are the hours advisors invest behind the scenes learning, growing, and challenging themselves to be better.

I had the privilege of attending the Lead Forward Conference in Toronto alongside other top advisors. The discussions focused on innovation, technology, client experience, and how we can continue raising the standard of service in our profession.

The biggest takeaway?

Technology will continue to change how we work.
But relationships, trust, and truly understanding what matters most to people will always be at the center of good financial planning.

Grateful for the opportunity to learn from great people and excited to bring new ideas back home.

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

10/03/2026

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term measures showed further moderation.

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

09/26/2026

Global interest rates continue to rise, with a sharp sell-off in U.S. Treasuries last week lifting bond yields to new 20-year highs while Canadian government bonds are near their 2023 post-pandemic peak.

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

09/22/2026

Retirement Truth #16: The Goal Was Never to Die Rich

For most people, the goal was never to accumulate the biggest investment account possible.

The goal was freedom.

Freedom to spend time with family.
Freedom to travel.
Freedom to help children and grandchildren.
Freedom to enjoy the life you've spent decades working to build.

Yet I've met many retirees who continue saving long after they've won the game.
They delay the trip.
They postpone the renovation.
They put off experiences they've talked about for years.

Not because they can't afford them.
Because they're afraid.

Afraid they'll need more.
Afraid they'll run out.
Afraid they don't have enough.

And while those concerns are understandable, I think it's worth asking a difficult question:
What are you saving for?

At some point the purpose of wealth has to shift.
The goal isn't to accumulate forever.

The goal is to use your resources to create the life you wanted in the first place.
To create memories.
To experience new things.
To spend time with the people who matter most.
To help family when it matters.
To enjoy the fruits of decades of hard work.

I've found that the happiest retirees aren't necessarily the ones with the most money.
They're often the ones who understand how to use it with confidence.

Because eventually retirement planning stops being about account balances.

It becomes about experiences.
Relationships.
Time.
Purpose.

And knowing you've lived a life you truly enjoyed.

The goal was never to die rich.
The goal was to live well.

👉 If tomorrow wasn't guaranteed, is there anything you've been putting off that you'd wish you had done sooner?

09/21/2026

THEIR INVESTMENTS WERE COSTING THEIR BUSINESS MONEY.

One of the most interesting business owner conversations I've had involved a company that was doing exactly what it was supposed to do.

Making money.

Let's call him Mike.

Over the years, his business became increasingly successful.
The company generated strong profits.
Cash accumulated.
A HoldCo was created.
Everything appeared to be moving in the right direction.
In fact, from the outside, most people would have said he was doing everything right.

Then a question came up:
"Could the cash inside the corporation actually be creating a problem?"

At first, that sounded strange.
After all, having too much cash isn't the worst problem to have.
But as we started looking at how the corporate assets were structured and how they interacted with the operating business, a different picture emerged.

The business wasn't struggling.
The planning had simply never evolved alongside its success.

What stood out to me was this:
Many business owners spend years focused on growing revenue, increasing profits, and building enterprise value.
Far fewer spend time reviewing what happens after the money accumulates.

And yet that can be one of the most important planning conversations a business owner can have.

Because growing a business and managing wealth inside a corporate structure are often two very different challenges.

The question isn't always:
"How do I make more money?"

Sometimes it's:
"Is the money I already have structured properly?"

That's where some of the most valuable opportunities can be found.

👉 If your corporation has accumulated significant cash or investments over the years, it may be worth taking a step back and reviewing how everything fits together.

09/19/2026

AV Nackawic layoffs...

Were you affected by the recent layoffs?

One thing I know is that major life transitions also come with major financial decisions.

Pensions
Benefits
Cash flow
Retirement accounts
Questions about what's next...etc

You don't have to do it alone, my team and I are here to help.

If you've been impacted and have questions, please reach out.

My only goal is to help you make informed decisions.

506 474 2437
[email protected]

We serve families who prefer to outsource their financial complexity to a dedicated team, allowing them to return their focus to their business, their health, and their legacy.

09/19/2026

The Federal Reserve raised the fed funds target range by 25 basis points, or 0.25%, to 3.75%-4.00%, as widely expected.

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