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Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

Edward Jones- Financial Advisor: Julie Charrette

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LaSalle, ON
Edward Jones- Financial Advisor: Julie Charrette

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Financial strategies After hour appointments available.

11/03/2026

Is tax-loss selling a good strategy for your portfolio? Turn a down year into a smarter tax year by offsetting gains with losses. That way, you can reduce what you owe in taxes. Read more to learn how it works and see if it’s right 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.

11/02/2026

Saving for the future, navigating markets, keeping up with new regulations—the financial world is complex and ever-changing. The right financial advisor can help you get there.

Learn how a trusted financial advisor helps you navigate complexity.

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.

11/02/2026

Take a look at the Edward Jones of today.

A Firm with real national scale yet local enough to build meaningful relationships. It's a rare combination. And it's growing.

If you're an experienced advisor who's built something real but feels like you're doing it without the right support, modern technology, or an inclusive and collaborative culture
behind you — let's have a conversation.

DM me directly - would love to connect.

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.

10/31/2026

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.

10/30/2026

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.

10/29/2026

Did you know that financial planning is about a whole lot more than spreadsheets and stock markets? It’s about looking at the bigger picture to help you make the best decisions possible for your finances—and your future. If you'd like to discuss your goals and priorities, book an appointment to get started.

See how financial planning can play a critical role in helping you achieve your goals and gain confidence in your financial life.

10/28/2026

Interest, dividends, capital gains—did you know not all investments are taxed the same? Reach out today to discuss your options and take advantage of tax planning opportunities.

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

Understand how interest, dividends and capital gains from investments are taxed.

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.

Address

2055 Sandwich West Parkway, Unit 1100
Lasalle, ON
N9H2S4

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Telephone

+15199665046

Website

https://www.edwardjones.ca/julie-charrette

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