Edward Jones- Financial Advisor: Julie Charrette

09/09/2026

Under new regulatory requirements called "Total Cost Reporting", investment firms and banks across Canada are now required to show you a more complete picture of investment costs — including expenses built into many common investment funds.

You may have questions, and I am here to help. With more clarity around fees, you may be better equipped to make informed decisions about your investments and financial goals.

I can help you:

• Review your investment goals
• Assess whether your current investments still suit your needs
• Identify opportunities to optimize

Schedule an appointment with me and let's review your portfolio together.

Starting in January 2027, your 2026 annual costs report will be enhanced to offer a clearer picture of what you pay to invest.

09/08/2026

Success in sports and entertainment often starts with the right team behind the scenes.

As a financial advisor with the Sports & Entertainment Accredited Wealth Management Advisor℠ designation, I've completed additional training focused on the financial complexities that often come with careers in sports and entertainment—from fluctuating income and sudden wealth to tax strategies, wealth preservation and legacy planning.

Because success isn't just about what you've earned. It's about having a strategy designed to help protect and grow it.

If you're ready for guidance tailored to the unique demands of your career, let’s connect.

09/07/2026

Looking for investments that prioritize stability and predictability?

Government of Canada and provincial bonds are backed by the full faith and credit of the issuing government, making them some of the most secure investments available.

They offer both income potential and liquidity by providing regular interest payments, and can generally be sold at market value on any business day.

For investors seeking to balance stability with long-term investment returns, government bonds can play an important role in a well-diversified portfolio.

I'd love to walk you through how bonds could fit into your investment strategy. Give me a call and let's book an appointment to discuss.

These investments are important in any portfolio mix because they offer a steady income stream.

09/06/2026

When people hear the term investment risk, they often think of market volatility.

In reality, risk is much broader. It can include inflation, changing interest rates, economic conditions, currency fluctuations, and credit risk—all of which can affect your investments over time.

Let's review your financial plan and build an investment strategy that's right for you.

Learn why it's important to determine your risk comfort level.

09/05/2026

Many people are risk-averse when it comes to money management.

Avoiding losses is a natural instinct. But ironically, it can contribute to a bigger risk: not achieving the growth you need for a sustainable retirement.

For example, a portfolio invested entirely in cash may experience very little volatility, but it also offers little potential for growth or protection against inflation. Over time, that can increase the risk of outliving your retirement savings.

As an Edward Jones financial advisor, I help clients evaluate investment risk in the context of their goals, time horizon and risk tolerance.

Wondering how much investment risk is right for your situation? Let’s look at the numbers together and build a strategy that suits your needs.

Learn why it's important to determine your risk comfort level.

09/05/2026

Investors will be watching the September 16 Federal Reserve interest rate decision closely.

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

09/04/2026

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

09/03/2026

When most people think about investing, stocks often come to mind. But fixed-income investments can play an equally important role in a well-diversified portfolio.

Investments like bonds and GICs provide interest payments at regular intervals, creating a more predictable source of income. They're issued by corporations, municipalities, and governments, and can help balance the growth-focused side of your portfolio with greater stability.

The right mix of investments always depends on your goals, time horizon, and comfort with risk. But alongside equities, fixed income often plays an important supporting role.

What role should GICs, bonds or other fixed income investments play in your portfolio? Please book an appointment and we can explore potential strategies.

09/02/2026

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.

08/31/2026

Retirement planning isn't just about having a timeline to stop working.

It's about making financial and personal decisions that will shape your future, from saving and investing to pension choices, healthcare, and caring for loved ones.

Whether retirement is decades away or just around the corner, taking small steps today can help you feel more confident about tomorrow.

👉 Swipe through for some key questions to consider in your retirement plan.

Wondering if your retirement strategy is on track? Let’s connect and we can review it together.

How to take the next best steps to create the retirement you see for yourself.