Edward Jones - Financial Advisor: Sean Urie

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.

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.

08/27/2026

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.

08/20/2026

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.

08/13/2026

Building a diversified investment portfolio doesn't have to be complicated.

Instead of researching and selecting individual stocks or bonds, a mutual fund gives you exposure to a broad mix of investments through a single purchase.

Depending on the fund, that can include stocks, bonds, real estate, and other asset classes—all professionally managed with a defined investment objective. As the fund grows and generates income, you share in its performance and can often reinvest distributions automatically.

Looking for a simpler way to diversify your investments? Let’s book an appointment and explore how mutual funds could fit into your portfolio

08/12/2026

Tax season is done. Your returns are filed. Now what?

Tracey McLennan of Edward Jones highlights a common challenge for business owners: tax season often focuses on this year's deductions and results, while the bigger picture can be overlooked.

Now is the best time to sit down with your financial advisor, align your personal and business plans, and ask the bigger questions including who else should be part of that conversation (a spouse, your kids, your senior managers).

Every business owner's situation is different. Your plan should be too.

Moneris blog videoswww.edwardjones.ca/ca-en

08/11/2026

A great financial plan doesn't happen in isolation.

In this clip, Tracey McLennan Edward Jones breaks down why the team you surround yourself with matters so much; a financial advisor, a tax advisor, and a legal advisor, all working in sync.

A key role your financial planner plays is making sure all those pieces connect. Short-term trade-offs. Long-term goals. Freedom, flexibility, legacy, whatever your business is meant to enable.

That's when the real planning begins.

Moneris blog videoswww.edwardjones.ca/ca-en

08/10/2026

Many business owners might feel that their business was supposed to give them freedom.

But when the time comes to slow down or step away, that freedom might not be there.

Tracey McLennan of Edward Jones Canada puts it perfectly in this clip from the Just Good Business podcast. The business and personal plans are running independently when they should be working together toward the same goals.

If that sounds familiar, it's worth a conversation.

Moneris blog videoswww.edwardjones.ca/ca-en

08/06/2026

Old Age Security, or OAS, is an important part of retirement income for many Canadians, but how and when you receive it can vary.

Your eligibility is based on residency, not work history. Payment amounts can change over time and may be affected by when you start and how OAS fits with your other income sources.

Understanding these details can help you make more informed retirement decisions.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)