Edward Jones - Financial Advisor: Olena Matviienko

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.

03/27/2026

A strong financial plan should include investments that support your short‑ and long‑term goals, like preparing for retirement, purchasing a home, or planning that once‑in‑a‑lifetime trip. Equally important is protecting your financial future from the strain of unexpected life events such as serious injury, long‑term illness, or death.

Protection planning addresses what growth strategies can't:

🔹 Income continuity – Maintaining cash flow if illness or injury prevents you from working.
🔹 Care funding – Building capacity for potential long-term or professional care expenses.
🔹 Financial resilience – Creating buffers that help preserve your plan when circumstances shift.

Your ability to earn income is one of your most valuable assets. By integrating the right insurance into your financial plan, you create a stronger foundation for yourself and those who depend on you, helping preserve your financial security.

Let's discuss how protection planning fits into your overall financial strategy.

In Quebec, insurance is placed through Edward Jones Insurance Agency (Québec) Inc. In all other provinces/territories, insurance is placed through Edward Jones Insurance Agency

03/23/2026

🏠 Planning to sell your home?

The principal residence exemption allows you to sell your home without paying tax on the capital gain, but only if the property qualifies and is properly designated with the CRA.

Before you sell, review your property status to help you make the most of this valuable exemption.

🔑 Want help figuring it out? Please get in touch.

03/16/2026

Is economic uncertainty making you question your investment strategy?

Don’t let headlines get in the way of your long-term financial goals. Instead, look at the broader picture and consider other important aspects of your plan, such as your asset allocation, risk tolerance, and tax management. If you’d like to sit down and ensure your goals are still on track, please get in touch.

03/09/2026

Let’s talk before you make a financial decision!

There are multiple areas that need to be taken into account during the retirement transition process…