Barbara Puttick: Edward Jones Financial Advisor

02/09/2026

The Canada Disability Savings Grant matches Registered Disability Savings Plan (RDSP) contributions to a maximum of $3,500 per year, with a lifetime limit of $70,000. The Canada Disability Savings Bond doesn’t have a contribution requirement, and you can receive up to $1,000 per year with a lifetime limit of $20,000. Both the grant and bond are payable until December 31st of the year in which the beneficiary turns age 49.

Saving for the future of a person with disabilities? Talk with a financial advisor about RDSPs.www.edwardjones.ca/ca-en

02/07/2026

AI disruption fears, surging tech spending, and softer risk appetite in speculative assets have driven near‑term volatility.

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

02/06/2026

It may make sense to name your estate as the beneficiary of your registered retirement savings plan (RRSP) if you want to pay the taxes from its funds rather than another asset. Other examples of when this would be a good strategy include if you’re leaving money to a minor or someone who requires trust protection. I can talk to you more about beneficiary designations. If this interests you, please contact me.

Understanding the differences in beneficiary designations can help you plan for your loved ones.

02/05/2026

Tax planning isn’t limited to filing time; it’s a year-round strategy. Planning ahead can help you maximize deductions and avoid surprises. Let’s make sure your financial plan works for you today and tomorrow.

Ready to get started? Contact me to review your options.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

Planning is the key to financial organization. Find out how.

02/04/2026

Retiring in the next 10 years? Let’s make sure you’re ready.

As a financial advisor, here’s the process I typically follow when helping my clients prepare for a confident transition into retirement.

1. Take stock of your finances
Let’s look at your income, savings, debts and assets so we know exactly where you stand today.

2. Assess your future income
We’ll estimate how much you’ll need in retirement and when to take government benefits based on your goals.

3. Set up key accounts and estate documents
Now’s the time to review RRSPs, make sure your estate plan reflects your wishes, and set up your RRIF when the time is right.

4. Consider your lifestyle needs
How do you want to spend your time in retirement? Let’s make sure your plan supports the lifestyle you’re dreaming of.

Want help working through the details? I’m here to guide you every step of the way. Let’s talk.

Planning to retire in 10 years or less? See the steps to take to start preparing.

02/03/2026

Hoping to retire in the next 10 years?

The first step in getting ready is knowing where you stand. To help ensure you’re ready for the retirement you want, it’s important to review:
✅ Retirement savings (RRSPs, employer plans)
✅ Home equity and other real estate
✅ Investments, insurance, and cash accounts
✅ Debts like your mortgage or credit cards

In these next few years, could you amp up your savings and eliminate your debts?

Let’s talk about what’s realistic and how you can set your retirement timeline with confidence.

02/01/2026

Did you know some accounts can bypass your Will?

That’s why understanding beneficiary designations is a key part of any estate strategy.

Accounts like RRSPs, TFSAs and life insurance let clients name someone to receive the funds directly. But when specific instructions or added control are needed, a Will may be the better option.

I’m here to help my clients connect the dots and plan for their estate.
Get in touch and let’s start the conversation.

Understanding the differences in beneficiary designations can help you plan for your loved ones.

01/31/2026

The Bank of Canada and Fed held rates steady at their January meetings, as expected.

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

01/29/2026

⏰ The RRSP deadline is March 2, 2026.

If you’re unsure about your contribution room or how much to contribute this year, let me help you plan ahead.

Check out our overview of RRSP contribution rules and let’s build a strategy that supports both the future you want, and where you are today.

Learn when the last day to contribute to an RRSP is.

01/28/2026

At Edward Jones, we believe in the power of financial knowledge. That's why we launched our Financial Fitness program – which helps increase the financial acumen and confidence of high school students.

We recently introduced the program to students at Pine Tree Secondary School in British Columbia, who participated in a fun and interactive session with our financial advisors to learn more about smart money management and saving for big goals. Click here to learn more and register your school. Open to schools in BC, AB, SK, MB and ON.

The Financial Fitness courses are designed to boost financial literacy and give Canadians the tools to build financial knowledge. www.edwardjones.ca/ca-en

01/26/2026

Our 2026 outlook is here, and one message stands out: diversification matters more than ever. Why? Because spreading investments across sectors, sizes, and regions can help you manage risk and capture opportunity.

Here’s what you need to know:

• Don’t chase one trend: AI and tech are exciting, but overconcentration can leave you exposed.
• Mix it up: Include different sectors, market caps, and geographies in your portfolio.
• Stay proactive: Review and rebalance regularly to help keep your strategy aligned with your goals.

Let’s talk about how diversification can help you start 2026 strong.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends.

01/24/2026

Successful business entrepreneurs know their business and personal finances are connected.

At Edward Jones, we offer personalized guidance and solutions that support your business, employees, and family.

As an advisor, I can help you:

• Protect and preserve your wealth with tax-efficient investment and insurance strategies
• Attract and retain employees with benefits - while minimizing tax
• Plan a seamless exit from your business - when you decide it’s time

What’s next for your business? Let’s build a strategy that supports your future.

From business evaluations, liquidity needs or succession planning, we can help provide holistic strategies for you and your business.