Edward Jones - Financial Advisor: Debora Trevisan

04/25/2026

Nothing else matters if our clients aren’t confident about their financial future.

In my financial planning practice, exceeding clients’ expectations isn’t the goal, it’s the baseline.

To stay accountable, Edward Jones regularly surveys our clients to measure both their confidence in their financial future and their experience working with our team.

I’m grateful to share that, based on this feedback, our practice has ranked in the top 25% in Canada for client satisfaction for three consecutive years.

More importantly, here’s what our clients consistently tell about our team:

✔️ We take the time to truly understand their goals and priorities
✔️ We provide clear, straightforward guidance
✔️ We follow a structured, disciplined approach
✔️ We communicate proactively about what matters most
✔️ We align strategies with their comfort level around risk
✔️ We help them stay focused during uncertain times
✔️ We are accessible and responsive
✔️ We deliver insights that support better decisions

That feedback matters more than any ranking. It’s the standard we hold ourselves to every day.

If your current experience feels average, there’s a good chance important details are being overlooked in your financial plan, and this can lead to missed opportunities. If you’re open to a second opinion, feel free to call our office at 250-764-7088 or send me a direct message here: https://www.edwardjones.ca/ca-en/financial-advisor/debora-trevisan -contact-form.

I will be honoured to be part of your financial journey!

04/08/2026

Edward Jones ranks highest in overall satisfaction among advised investors as per 2026 JD Power Investor Satisfaction Study.

That headline belongs to our clients.

Because behind it are people who made thoughtful decisions when it mattered most. Who stayed disciplined during market uncertainty. Who trusted a long-term plan over short-term noise.

That's what this really represents.

Not a ranking, but the strength, clarify, and commitment of the people we serve.

We're grateful to stand alongside our clients!

03/05/2026

In times of geopolitical tension, the headlines can feel overwhelming — but market history tells a more measured story.

Our Senior Global Strategist Angelo Kourkafas shares "do’s" and "don’ts" to help investors stay focused on what actually drives long-term outcomes.

11/24/2025

What an amazing evening we had last week! I had the opportunity to partner with local professionals, Flavia Tolussi from Zancope Notary Public and Renata Steele from Renata Steele RE/MAX, to deliver a holistic approach to financial advice.

Thank you to everyone who took time out of their busy day to join us. I hope you left with valuable takeaways to apply to your own financial and legal strategies.

Here is my takeaway: AI is a great tool. However, the quality of the output depends on the quality of the input. A highly qualified professional will always give you a quality output personalized to your needs.

Thank you to The Curious Artistry & Alchemy Café for providing a delicious meal and for the amazing private space.

It’s a great pleasure to serve our community. I look forward to continuing to share financial guidance that brings clarity and tailored strategies to give you confidence in your financial security.

For those who couldn’t attend in person, I’ll be also hosting a webinar on the same topic tomorrow, Nov 25 from 6-7pm PST. Everyone is welcome!
—> Link to RSVP: https://www.edwardjones.ca/ca-en/financial-advisor/debora-trevisan/event?id=25953

If you have any questions, don’t hesitate to send me a message.

10/20/2025

I recently had the incredible privilege of sharing with investors in our community how to make their money last in retirement, which is a concern many Canadians share today, especially with the significant rise in the cost of living over the past few years.

I was amazed by the level of engagement from our audience and thrilled by the thoughtful questions and positive feedback we received.

I can’t emphasize enough my passion for helping Canadians on their journey toward financial freedom. Even more rewarding is see clients leaving my office with a smile on their face, knowing they too can achieve it!

Remember, financial success isn’t about luck. It’s about having a well-defined plan, the patience to see it through, and guardrails to protect everything you’ve worked so hard to achieve.

Stay tuned for more seminars to come!

09/26/2025

SAVE THE DATE!

At our office this week we had the amazing opportunity to present a seminar to investors in our community. I am happy to share that we will also be making the information available via an upcoming virtual webinar.

Whether you’re approaching retirement or already enjoying it, saving is only the beginning. The real challenge and opportunity is making your money last.

Join us for “Making your money last: 10 principles for living in retirement.” This seminar explores 10 key principles designed to help you maintain financial security throughout retirement.
We’ll also look at the factors that can affect stability of your retirement and outline practical steps to help protect your financial future.

Event Details
📅Date: Thursday, October 9, 2025
⏲️ Time: 6:00 PM - 7:15 PM

RSVP Options
💻Branch Website: https://www.edwardjones.ca/debora-trevisan/event?id=25588
✉️ Email: [email protected] / [email protected]
☎️Phone: 250-764-7088

I look forward to meeting you virtually soon!

Edward Jones does not provide tax or legal advice. This seminar is informational only.

08/28/2025

I have some exciting news!

Driven by my passion for learning and my commitment to providing the highest level of service, I have made it my mission to help ensure my clients' financial success through continuous learning and development. After many late nights and weekends of study, I am thrilled to announce that I have obtained my Certified Financial Planner® designation—the gold standard in financial planning worldwide!
https://www.credential.net/66db505b-4a81-427c-af89-f4a48d7f5e58 .1nOKeDA5

I look forward to helping you achieve your financial freedom!

To learn more about me and how I partner with my clients, visit my website at www.edwardjones.ca/debora-trevisan.

03/06/2025

What an amazing event today from the Kelowna Chamber of Commerce in partnership with UBC Okanagan! I had the opportunity to hear from great executive leaders and entrepreneurs in the lumber, oil & gas, produce, and the aviation industries from the Okanagan and BC in general regarding the impact of tariffs on their industries and the Canadian consumer.

I echo what many said today. Despite the uncertainties ahead of us, without a doubt now is a great opportunity—not only for BC but for our entire nation—to operate more efficiently and productively for the benefit of all Canadians.

I’m committed to partnering for positive impact—to improve the lives of our clients and colleagues, and, together, better our communities and society.

03/04/2025

Our first 2025 Market Compass Video is now available and it covers the following timely topics:

1. Year-to-date markets performances
2. Current bond yields amid tariffs' expectations
3. Potential tariffs, expected Canadian GDP and recession amid tariffs, and 3 primary mitigating factors
4. Best ways to position your portfolio amid uncertainties.

➡️ Video: https://www.edwardjones.ca/ca-en/market-news-insights/stock-market-news/market-compass

How you should position your portfolio depends, above all things, on your personal financial strategy. It also depends if or how you are invested in the capital markets.

If you would like a second opinion, do not hesitate to contact me at bus. 250-764-7088, cel. 778-222-3674, or email [email protected].

Market Compass helps keep you in the know about what's happening now and what we think may unfold over the next quarter. In this video series, our strategists focus on exploring economic events that matter to you, and offer tips you can use as you work toward your financial goals.

01/10/2025

Looking forward to this amazing event! Women supporting women. Come join us!
Renata Steele Johanna Kanters Mortgages

Send a message to learn more