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Edward Jones Financial Advisor: Theresa Coates-Pouliot

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Edward Jones Financial Advisor: Theresa Coates-Pouliot

Edward Jones is a financial - services firm dedicated to serving the needs of individual investors.

I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 14,000 advisors across the United States and through the firm’s affiliate in Canada*, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.ca/theresa-coates for more information.

* Edward Jones is a limited partnership in Ontario, Canada, and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership (“Jones US”). Jones US and its parent do not guarantee the obligations or liabilities of Edward Jones.

11/02/2026

Experiencing financial caregiving changes how people think about their own future. Our research with Age Wave and The Harris Poll 2026 showed that more than three-quarters of Canadian caregivers say the role has changed how they prepare, prompting them to get their finances in order, update their wills and seek professional guidance.

Book a call with me and let's talk about how to support your loved ones while also securing your own future.

11/01/2026

When your child is ready to buy their first home, you might want to help financially. There are several ways to do this, and each comes with different considerations.

Scenario 1: Gift money toward a down payment. This can be straightforward, but you lose control of how those funds are used once gifted. If you're considering this, it's important to keep your own future financial needs in mind first.

Scenario 2: Loan funds with clear repayment terms. This keeps you in more control, but increases your child's debt load, which could affect the size of mortgage they qualify for. Proper documentation is essential to prevent misunderstandings later.

Scenario 3: Co-sign their mortgage. This helps them access better rates or a larger loan without requiring you to access your own capital. But you may be on the hook for the full amount if they can't make payments, and it could limit your ability to access credit in the future.

Each approach should align with your own long-term financial plan. What works for one family might not work for another.

If you're thinking about helping your child purchase a home, let's talk. We can help you understand which approach makes sense for your situation and how it fits with your overall financial goals.

Here’s what to consider

10/31/2026

Small businesses are the heart of our communities. Today, shop local and show your favorite spots some love!

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.

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.

10/30/2026

The Bank of Canada has raised its policy rate to 2.5%.

While rate changes can create uncertainty, they can also be a good reminder to revisit your financial plan. Whether you're managing debt, building savings, investing for the future, or planning for retirement, understanding how today's rate environment may affect your goals is important.

If you have questions about how higher interest rates may affect your financial plan, let's talk.

10/28/2026

Timing is everything when it comes to taxes and understanding how tax-loss selling works can help you avoid costly mistakes. We can help you navigate all the rules and regulations around tax-loss selling—and help you decide if it’s the right financial strategy for you.

Edward Jones, its employees and financial advisors, cannot provide tax or legal ⁠advice.

Tax-loss selling is a strategy that can help you offset capital gains to optimize your tax burden.

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.

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.

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.

Address

1626 Richter Street, Unit 106
Kelowna, BC
V1Y2M3

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.edwardjones.ca/theresa-coates

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