06/05/2026
Advisor to Client: Bank accounts for kids can help build financial skills | Advisor.ca Experts say parents should consider opening an account for their child between the ages of 5 and 9
Working to help you achieve your financial and life goals. Contracted through Desjardins Financial S
06/05/2026
Advisor to Client: Bank accounts for kids can help build financial skills | Advisor.ca Experts say parents should consider opening an account for their child between the ages of 5 and 9
Wow! It's hard to believe it has been 10 years already...a decade in this business and I still love coming into work everyday! I'm grateful for my co-workers, my clients and my mentor David Jones who encouraged me to get into this business and has been monumental in my learning and growth. Looking forward to the next ten (or twenty, or more) with Lewis & Jones Group Ltd.!
03/25/2026
What a crew! Can you guess who's who? 👀
02/25/2026
How much do you think you need to retire comfortably? Are you on track to get there? Having realistic (and sometimes difficult) conversations around this topic will set you up for success, and help you work towards achieving your goals.
Canadians think they need $1.7M to retire comfortably | Advisor.ca Millennials target $1M for financial independence
02/19/2026
The RRSP season is in full swing. Now is an ideal time to explore how your contributions can pay off.
As an independent advisor, I have the objectivity and flexibility necessary to offer products tailored to your specific needs. Let’s work together to make the most of your RRSP and savings. Contact me today!
02/10/2026
Okay...sometimes AI does cool things.
12/18/2025
As we wrap up another year, we want to thank our clients and community for the trust you place in us. We’re grateful to be part of your journey and look forward to continuing to serve you in the year ahead. Wishing you a joyful holiday season and a happy, healthy New Year. "Happy Holidays" from all of us at Lewis & Jones!
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11/13/2025
If your TFSA is sitting in cash (High Interest Savings or GICs) you are probably not using it to it's full potential. Contact me today to learn how to make your TFSA work for you and make the most of this powerful investment tool!
Two-fifths of Canadians with TFSAs are sitting on cash: survey | Advisor.ca 40% of Gen Z said they didn't feel confident about when to use a TFSA or RRSP
11/04/2025
Who wouldn't like an additional $10,000 in their RRSP? Enter Fidelity's "Accelerate your dreams" contest to win $10,000 towards your retirement!
Accelerate your dreams! You could win $10,000 and consider funding a RRSP
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