Edward Jones - Financial Advisor Raquel Austin

09/02/2026

Did you know dividends from Canadian companies can qualify for preferential tax treatment through the dividend tax credit depending on your individual circumstances? That's different from foreign dividends, which are generally taxed as ordinary income and may not qualify for the same tax credit treatment. It's an important distinction that can shape your overall tax picture.

As part of our tax planning strategies webinar series, we're breaking down practical insights like these, because smart financial planning matters all year long, not just at tax time. I can work with your tax professional to help make sense of what this means for your specific situation. Let's connect.

Edward Jones, its employees and financial advisors, do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

09/01/2026

Long weekend to send off summer! Next Monday, September 7, is the Labour Day holiday. Markets and our office will be closed to recognize the event, so please reach out before regarding any requests.

Labour Day celebrates the hard work and contributions made by folks all across Canada. We hope you get the chance to relax and spend time with loved ones. Then it's back to reality, and our regular office hours, on September 8!

08/31/2026

Many investors think that successful stock investing is about picking the next big winner.

In reality, it's often about building a diversified portfolio that reflects your goals, time horizon, and comfort with risk—and sticking with your plan through changing market conditions.

Strategies like diversification, dollar-cost averaging, and periodic rebalancing can help take emotion out of investing and keep you focused on the long term.

Ready to put a plan in place? Let's connect and build an investment strategy that's right for you.

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.

08/28/2026

Stocks are a cornerstone of many investment portfolios because of the potential they offer for long-term growth. But with that potential comes periods of market volatility.

Although market swings can feel unsettling, they're a normal part of investing.

The key to staying on track is to remain focused on your long-term strategy, not short-term ups and downs.

If you'd like a second opinion on your portfolio or want to review your investment strategy, I'd be happy to help. Let's connect.

Equities can add diversification and serve as a growth engine to help build value over time.

08/26/2026

Is passive investing right for you? The answer depends on your overall financial picture, including your time horizon, risk tolerance, and the vision you have for your future.

Passive investing typically offers lower costs and greater tax efficiency by closely tracking the market's performance. But with that comes a trade-off: because passive investments typically rise and fall with the market, so do your returns.

This means lower costs doesn't always mean better outcomes.

Every investment approach comes with trade-offs, so I'd love to help you weigh the options. Give me a call and let's book some time to review your portfolio.

Learn more about passive vs. active investing here: https://bit.ly/45QVlI9

08/25/2026

Cancer touches the lives of so many Canadians. That’s why supporting research matters: it leads to earlier diagnoses, better treatments, and more time with loved ones.

On September 20, I’ll be lacing up for the . Whether you walk, run, or cheer, come join us and help finish Terry’s marathon against cancer.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Welcome to the Team Edward Jones page. In 2026, Team Edward Jones will grow the over $1.3 million we have raised over the last 5 years in support of the Terry Fox Foundation (TFF). This year, we...

08/24/2026

You may have heard of active investing and passive investing. But what's the difference?

Active investing means that your investments are managed by professionals who research and select investments with the goal of outperforming an index. While there's no guarantee of better performance, this can offer greater potential for returns and reduced risk.

Passive investing aims to match the performance of a market index. Your investment typically rises and falls with the market and comes with lower fees.

The good news? You don't have to choose just one approach.

Many well-diversified portfolios include a mix of active and passive investments. The right balance depends on your financial goals, time horizon, and comfort with risk.

Wondering which approach makes sense for you? Let's connect and build an investment strategy that fits your goals.

Learn about the similarities and differences between these two popular investment styles.