Edward Jones-Financial Advisor Annie Caron

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.

08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

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

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.

08/15/2026

Inflation has displayed an encouraging trend.

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

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

08/08/2026

Three major headwinds have eased: Improving confidence in AI demand, lower oil prices, and reduced fears of additional Fed tightening have helped the S&P 500 break out of its three-month trading range and join the TSX to reach new highs.

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

08/06/2026

What’s the best type of investment portfolio?

It's a trick question—there's no such thing as a one-size-fits-all approach.

The right investment strategy depends on where you are in life. A portfolio should reflect your financial goals, time horizon, and comfort with risk—all of which evolve over time.

For example, someone just starting their career will likely have different priorities than someone approaching or enjoying retirement. Earlier in life, long-term growth may be the focus. Later on, preserving wealth and generating income may become more important.

As a financial advisor, I often tell my clients: The best portfolio is the one that's built around you.

Do your investments match your life stage? Let's review your portfolio together.

Things you need to consider as you build a portfolio that’s right for you.