Edward Jones-Financial Advisor: Chelsia Carriere

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Edward Jones-Financial Advisor: Chelsia Carriere Located in beautiful Edgemont, Calgary, we have been serving clients in Alberta and Saskatchewan since 2009.

My name is Chelsia Carriere and I am a Financial Advisor and Financial Planner with Edward Jones. As a CFP® professional, I can examine your entire financial picture at the highest level of complexity, and help you build a financial strategy for your future. In addition, I also hold my Certified Divorce Specialist (CDS®) designation. Unexpected life events can be stressful, and we strive to be a place of comfort for our clients to come to for gentle advice and guidance. When our team created the vision for our office, we chose three important words to represent who we are: choice, clarity, and transparency. At our branch, we are committed to helping you understand your choices as an investor and a valued client. We help bring you clarity when it comes to planning for the future, and help answer any questions you have so that you can make an informed choice. Finally, you have our commitment that we will always be transparent. We will share with you the costs, benefits, and considerations so that you can be confident that you have made the best decision for you and your family. My branch is located in beautiful Edgemont in the NW part of Calgary. I’m supported by our wonderful Client Experience Specialist, Tracy Sutherland. We are committed to bringing you an excellent client experience, every time you walk through our doors. The other financial advisor in our office is my husband, Steve Carriere. Together, we have over 25 years of experience, and we serve clients in English, French, and Cantonese spanning across Alberta, Saskatchewan, BC, and Ontario. When we are not busy serving clients, you will likely find us in our camper with our dog Kona, and our two children, Caleb and Felicity. Money isn’t everything, but money gives you choices. At our branch, our goal is to help our clients live the life they choose to live so that they can create the moments that matter most to them.

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed r...
10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, s...
10/31/2026

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, strategy, and goal-setting—no tricks, just treats! Have a safe and happy Halloween.

Edward Jones, in collaboration with Age Wave and The Harris Poll, conducted research on the true cost of caregiving for ...
10/28/2026

Edward Jones, in collaboration with Age Wave and The Harris Poll, conducted research on the true cost of caregiving for Canadians. Julie Petrera, Director of Financial Planning at Edward Jones, spoke with BNN Bloomberg, on The Close to discuss the findings: more than 70% of people enter the caregiving role without having planned for it, caregivers cover an average of $7,025 annually out of pocket, and people are taking time off work or even relocating to provide care. Watch the interview to learn more. And if you think you may become a caregiver or need to provide care at some point in the future, reach out and let's plan for that.

Julie Petrera, director of financial planning at Edward Jones Canada, joins BNN Bloomberg to discuss the impact of caregiving on Canadian's financial planning.

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks
10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

What a productive and fulfilling two days at our Mississauga Home Office, where leaders from across the country came tog...
10/24/2026

What a productive and fulfilling two days at our Mississauga Home Office, where leaders from across the country came together to collaborate on our firm's direction for 2027 and beyond.

Moments like these remind me how fortunate I am to be part of such an incredible organization. It is a joy to serve alongside thoughtful, passionate leaders who care deeply about their clients, their teams, and the future of our firm.

At the heart of every conversation was one thing: our clients.

How can we serve them better? How can we provide more choice, more value, and better guidance through every stage of life?

The future is full of opportunity, and we're excited about what's ahead. There are future clients out there who haven't found their way to us yet, and we can't wait to meet you!

📸 : A personal highlight was reconnecting with Nick Figueira and David Friesen. We started our Edward Jones journey together in the same training class back in 2009. To be sitting in the same room 17 years later, still serving clients and helping shape the future of the firm, was a pretty special moment.

Feeling grateful for the people, the purpose, and the opportunity to contribute. 💙

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher ...
10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

This year, we're grateful for our clients and the trust they place in us to make their financial goals a reality. Every ...
10/12/2026

This year, we're grateful for our clients and the trust they place in us to make their financial goals a reality. Every milestone celebrated is a reason to give thanks. Wishing you and yours a wonderful Thanksgiving.

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.
10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

Before you commit to helping your child financially with a home purchase, it's worth understanding how this decision mig...
10/08/2026

Before you commit to helping your child financially with a home purchase, it's worth understanding how this decision might ripple through the rest of your financial picture.

1. Your retirement and savings: Large gifts or loans can influence your long-term savings or retirement goals. If you need to liquidate investments to provide a gift, there could be tax consequences you'll want to plan for.

2. Your credit and borrowing capacity: Co-signing affects your own credit and borrowing ability. It shows up on your credit report and could limit what you can access for your own needs or to help other children down the road.

3. Fairness across your family: If you have multiple children or a blended family, you'll also want to think through fairness considerations. How will you ensure equal treatment over time? What happens if you pass away before you're able to help all your children equally?

4. Documentation and protection: Regardless of which approach you take, clear documentation helps avoid family misunderstandings later. This is especially important if you're loaning money or if there's any possibility of a relationship breakdown in your child's future.

If you're considering helping your child buy a home, reach out. I can help you understand the full financial impact and help make sure this decision supports rather than compromises your own future.

Here’s what to consider

An experienced financial advisor can help keep your goals front and center while navigating the changing landscape, keep...
10/06/2026

An experienced financial advisor can help keep your goals front and center while navigating the changing landscape, keeping you on track, and offering clarity around fees, services, and resources. Take advantage of our professional advice—schedule an appointment with me today.

Learn how a trusted financial advisor helps you navigate complexity.

Address

1720 46th Street
Calgary, AB
T2K0G3

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14032102730

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