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Much of the time, investing involves an element of uncertainty. That’s why sometimes, it helps to know exactly what you ...
09/02/2026

Much of the time, investing involves an element of uncertainty. That’s why sometimes, it helps to know exactly what you can expect.

Guaranteed Investment Certificates (GICs) offer a fixed interest rate for a set term, so you'll know your return from the start. Eligible GICs are also insured by the Canada Deposit Insurance Corporation (CDIC) for up to $100,000 per insured category, making them a straightforward, lower-risk investment option.

Whether you're saving toward a specific goal, preserving capital, or adding stability to your portfolio, GICs can boost your confidence in uncertain markets.

Interested in building some stability into your portfolio?

Please book an appointment and we can discuss GICs and other fixed-income options.

These investments are important in any portfolio mix because they offer a steady income stream.

08/31/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, ...
08/29/2026

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.

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

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.Ju...
08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Pre...
08/28/2026

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

The 3rd Annual Edward Jones Golf Tournament in support of the Terry Fox Foundation is just weeks away. With events runni...
08/28/2026

The 3rd Annual Edward Jones Golf Tournament in support of the Terry Fox Foundation is just weeks away. With events running simultaneously at Lionhead Golf Course in Brampton, ON and The Wilds in Holyrood, NL, this is the biggest year yet.

Every dollar raised goes directly to advancing cancer research through the Terry Fox Foundation.

Proud to be part of an organization that rallies together in support of a cause that impacts so many families.

You may have heard of active investing and passive investing. But what's the difference?Active investing means that your...
08/26/2026

You may have heard of active investing and passive investing. But what's the difference?

Active investing means that your investments are managed by professionals who research and select investments with the goal of outperforming an index. While there's no guarantee of better performance, this can offer greater potential for returns and reduced risk.

Passive investing aims to match the performance of a market index. Your investment typically rises and falls with the market and comes with lower fees.

The good news? You don't have to choose just one approach.

Many well-diversified portfolios include a mix of active and passive investments. The right balance depends on your financial goals, time horizon, and comfort with risk.

Wondering which approach makes sense for you? Let's connect and build an investment strategy that fits your goals.

Learn about the similarities and differences between these two popular investment styles.

Join us this Friday afternoon on the My Place Home Care Compassionate Chat for a discussion on financial planning, budge...
08/25/2026

Join us this Friday afternoon on the My Place Home Care Compassionate Chat for a discussion on financial planning, budgeting, in preparation for retirement and in retirement years. I am honoured to be their guest for this discussion. You can find us at 1:00 pm at

This channel has been created to provide valuable information about topics related to seniors and their caregivers. We believe in independent living, and work tirelessly to make that not only possible, but enjoyable and sustainable for our clients and their families. Our mission is to reduce the str...

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G-75 Colonnade Road North
Ottawa, ON
K2E0A8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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