Edward Jones-Financial Advisor: Timothy Kim

09/05/2026

Spending time with my beautiful wife.

08/29/2026

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.

08/28/2026

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.

08/24/2026

Are you a small business owner? Work in trades? Always busy, I am looking to combine my hobby with meeting new people. Lets play 9 holes at Kelowna Springs and have a great breakfast. No sales pitch, no obligation just a bit of a walk and a chance to make new friends. Taking RSVP for our next outing Thursday Sept 3rd typically around 7-730am back at work for 10am! Send me a message

07/21/2026

What if the biggest factor in building wealth wasn't how much you invest, but when you start? Let's look at the tale of two couples. Young Timothy and Tanya who are understandably on a tight budget find a way at age 25 to contribute $250 per month for 10 years. The other case study waits until they are in a better financial position at age 50 and contributes three times as much at $750 per month for 15 years. By age 65, the early investor has only contributed $30,000 and the later investor has contributed $135,000 to catch up. Yet assuming a 6% annual return, they both end up with a similar outcome. The early investor has contributed less, and ends up with $234,425 while the later investor has contributed significantly more and ends up with only $216,230.

That's the real value of starting early. Time allows compounding to do the heavy lifting, turning consistency into significant growth. When it comes to building wealth, time may be your most valuable asset.

05/06/2026

Canada is experiencing a historic wealth transfer, and receiving an inheritance can bring a mix of grief, gratitude and new financial responsibility.

I know how important it is to honour your loved one’s legacy while also making decisions that support your future. I can help you explore strategies that align with your long-term goals and give you confidence in your next steps.

https://www.edwardjones.ca/ca-en/market-news-insights/guidance-perspectives/received-inheritance

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

Phone: 250-979-7287
Email: [email protected]

04/23/2026

Congratulations to my son Ethan and his wife Shayna on their wedding day! Wishing you both all the best as you begin this new and exciting chapter together.