Edward Jones - Financial Advisor: Stuart McConnachie

What I see
After years of working with business owners, a pattern shows up.
The companies that keep more options over time usually share a few traits:
• Less reliance on one person
• Clearer financial visibility
• Fewer unaddressed risks
None of this is about “exiting.” It’s about building a business that supports better decisions today.
My role as a Wealth Manager is to connect what’s happening inside the business with the family’s long term plan—and bring in the right professionals when deeper work is needed.

Tech is cooling, not breaking: The recent pullback in semiconductors reflects profit-taking after a “too far, too fast” rally, with improving breadth signaling a healthier market backdrop.

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

A cohabitation agreement is a smart first step, but it's really just the beginning of your financial journey together. The conversations you have while creating the agreement often reveal bigger opportunities for financial planning.

When you take time to discuss finances honestly and set clear expectations, you're not just protecting yourself legally. You're building a stronger foundation for your relationship.

This is where working with a financial advisor can help. We can show you how the agreements you make today connect to the goals you have for the next 5, 10, or 20 years. Whether that's building wealth, planning for a family, saving for retirement, or buying a home together, your financial strategy should evolve as your relationship does.

Financial planning isn't just about managing what you have. It's about creating room for what you want to build together.

If you're starting a life together and want guidance on building a financial plan that supports your shared future, reach out. I'm here to help you see the bigger picture.

Edward Jones financial advisors are not lawyers and cannot provide legal advice. A cohabitation agreement is a legally binding document that should be created with the assistance of a qualified lawyer or legal professional. We can help you understand how your financial decisions today connect to your long-term goals and work alongside your legal advisor to support your overall financial strategy.

Cohabitation agreement checklist Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let's first ask, what is a cohabitation agreement?

I live around Whistler. So do a lot of cashed‑out entrepreneurs.

I see what life looks like a year, five years, ten years after the exit. Some land well.
Some find it takes longer to feel grounded. The pattern is often not what entrepreneurs expect going in.

I’ve spent 15+ years advising entrepreneurs and professionals on the wealth side of a transition. The CEPA designation shapes how I approach this work—it’s about more than the financial event. It’s a personal one. The number you sell for is not the same as the life you build with it.

The Transitions Forum is one of the places where entrepreneurs start asking better questions early enough to act on the answers.

As part of the Vancouver advisory board, I’m focused on bringing more attention to the after‑the‑deal conversation—not just the deal itself.

Learn more: https://bit.ly/4okrn7y

Last week's blowout U.S. payroll report underlined the improvement in the U.S. labour market this year, with hiring accelerating and broadening across sectors, signaling a more durable foundation for growth. Canadian employment data were also surprisingly strong, reversing some of the weakness in hiring this year.

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

Low Hanging Value
Before complex strategies, there’s often simple, low hanging work that quietly strengthens enterprise value—reducing owner dependence, improving controls, addressing concentration risk, and updating documentation. Think of it like tidying the house… then deciding to live that way.

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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