Edward Jones - Financial Advisor: Olena Matviienko

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.

08/11/2026

You have built a successful business over years and decades, now it is time to turn that hard work into financial freedom. But with tax traps, valuation gaps, and poor planning, that freedom can be reduced by three or more times.

The very first and important question all owners need to ask: “What is my business actually worth today — and what would I need it to be worth for the exit I want?”

The space between those two numbers is called the Value Gap, and it’s one of the biggest threats to your retirement plan.

Most owners assume their business will fund their future. But without a clear valuation and a target number, it’s easy to end up planning on assumptions rather than facts.

The good news? Once you know your gap, you can build a plan to close it — often faster than you’d think.

Ready to find out? Book your readiness assessment!

05/13/2026

Many couples assume they'll figure out the financial details as they go. But when one or both partners bring significant assets, a business, or dependents into the relationship, those "figure it out later" conversations can become complicated fast.

This is where discussing expectations early can make a real difference. A cohabitation agreement prevents misunderstandings around spending, saving, and shared costs. It gives you both a clear foundation to work from.

And here's the bigger picture: creating this agreement often leads to the kind of financial conversations that support long-term planning. When you're aligned on how to handle money day to day, you're better positioned to work toward bigger goals together, whether that's buying a home, saving for retirement, or building an emergency fund.

If you're moving in together and want guidance on aligning your financial decisions with your shared goals, reach out. We can help build a foundation that works for both of you.

Edward Jones financial advisors are not lawyers and cannot provide legal advice. A cohabitation agreement is a legally binding document that should be created with the assistance of a qualified lawyer or legal professional. We can help you understand how your financial decisions today connect to your long-term goals and work alongside your legal advisor to support your overall financial strategy.

05/06/2026

Tax planning isn’t just about filing; it’s about aligning your financial decisions with your long-term goals. Working with an advisor can help you navigate opportunities and avoid costly mistakes.

Schedule an appointment with me to explore strategies tailored to you.

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.

05/02/2026

Market ups and downs can feel unsettling, but they're a natural part of investing. When markets dip, it doesn't mean your long-term strategy is broken. It means markets are doing what they've always done: moving in cycles.

Reacting to every market swing can pull you off course. The investors who reach their goals are often the ones who stay focused on what matters most to them, not what's happening this week or this month.

If market volatility is making you second-guess your plan, let's talk. We can review your strategy together and help make sure it still aligns with where you want to go.

04/27/2026

Some clients hesitate to meet with an advisor because they worry financial planning is too complex or costly. In reality, working with an advisor can help you achieve more than you might on your own.

A trusted advisor can simplify the process, tailor strategies to your goals, and help you feel more confident about your future.

👉 Want to explore an approach that might work for you? Let’s start the conversation - no pressure, just planning.

04/15/2026

Life never stands still, careers shift, families grow and priorities evolve. Yet many people only revisit their finances when they have to.

Getting your financial house in order can bring clarity, confidence and a sense of control. When you understand what you spend, owe and save, it becomes easier to make decisions that move you forward.

You don’t need perfection, just a place to start.

Reach out to book a meeting, and let’s get your financial house in order together.

A good checklist for organizing your finances.

04/13/2026

A strong financial plan isn’t built on a single decision — it’s shaped by many moving parts working together. When we look at how you save, spend, invest, protect and plan for the future, we can design a strategy that supports both your life today and where you want to go next.

If you'd like help bringing the pieces together into a clear and connected plan, I’m here to guide you.

Reach out to book a meeting and let’s build it together.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.