Edward Jones - Financial Advisor: Stacie Dore

09/02/2026

Many people think financial planning means picking investments, but investing is just one piece of a much bigger picture.

A real financial plan starts with your goals:

• Paying for your child's education
• Buying that dream cottage
• Retiring on your terms
• Leaving a legacy

Those goals are supported by a strategy where seven components work together:

✅ Financial management
✅ Asset management
✅ Tax considerations
✅ Retirement planning
✅ Risk management
✅ Estate planning
✅ Business planning

Alignment across these areas is what turns a strategy into a real plan.

Let’s talk about building a plan that puts you in control of your financial life.

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.

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.

08/28/2026

Uncertainty is part of investing, but it doesn't have to dictate your decisions.

This year has been a reminder that markets often move higher long before concerns fully fade. Rather than trying to predict what's next, a diversified strategy can help you stay focused on your goals while capturing opportunities across different regions and sectors.

Now is a good time to review whether your portfolio still reflects what you're trying to achieve.

Let's talk about your goals, your current strategy and any adjustments that may be worth considering. Reach out to book an appointment.

Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.

08/27/2026

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.

08/26/2026

If you’re preparing to use your Registered Education Savings Plan (RESP) for post‑secondary costs, understanding the different types of withdrawals is essential.

What seems like one pool of savings is viewed by the Canada Revenue Agency as three separate components, each treated differently for tax purposes. Knowing how they work can help you plan withdrawals in a way that maximizes funding and minimizes tax.

If you’d like support building a withdrawal strategy, I’m here to help.

Reach out to book a meeting.

Understand RESP withdrawal rules and limits. Learn about EAPs, tax implications, and strategies to maximize education savings.www.edwardjones.ca/ca-en

08/25/2026

A well-designed portfolio is more than a collection of investments. It's built around a clearly defined portfolio objective that guides how your investments are managed over time.

That objective is shaped by two important factors: where you are in life and how much investment risk you're comfortable taking.

For someone in the early stages of investing with a higher tolerance for risk, a growth-focused objective might be appropriate. For someone closer to retirement, a focus on income or preserving wealth may be a higher priority.

The result is an investment strategy designed to support the future you’re building, while considering your unique financial situation and your comfort with risk.

Is your portfolio working toward the right objective? Let's review your investment strategy and ensure it’s aligned to your long-term goals.

08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

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

08/20/2026

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.