Edward Jones - Financial Advisor: Leanne Beattie, CIM, FCSI, CEPA

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.

08/06/2026

If you’re a Government of Canada employee, deciding whether to stay in your defined benefit pension or take the commuted value is one of the biggest financial decisions you’ll ever make.

There’s no one size fits all answer. Your health, tax situation, comfort with risk, estate plans, and the details of the federal public service pension all matter — and they can change the outcome significantly.

I’ve outlined some key factors that are especially important for federal employees to consider when making this choice. Understanding how they apply to your situation can bring clarity and confidence.

If you’re navigating this decision, I’m here to help you walk through each factor and choose the path that aligns with your retirement goals.

Reach out for a personalized consultation.

08/04/2026

Markets rebounded strongly in the first half of 2026, with Canadian and U.S. large-caps up 11.2% and 13.9% respectively. Yet the labour market has been sluggish, Central Banks are on hold, and the Canadian economy is still finding its footing.

Have questions about what this means for your portfolio? Reach out, and let's review it together.

Our view on key market and economic topics to help you make decisions affecting your financial strategy.

08/01/2026

Love this…and 100% agree.

08/01/2026

A cohabitation agreement is a smart first step, but it's really just the beginning of your financial journey together. The conversations you have while creating the agreement often reveal bigger opportunities for financial planning.

When you take time to discuss finances honestly and set clear expectations, you're not just protecting yourself legally. You're building a stronger foundation for your relationship.

This is where working with a financial advisor can help. We can show you how the agreements you make today connect to the goals you have for the next 5, 10, or 20 years. Whether that's building wealth, planning for a family, saving for retirement, or buying a home together, your financial strategy should evolve as your relationship does.

Financial planning isn't just about managing what you have. It's about creating room for what you want to build together.

If you're starting a life together and want guidance on building a financial plan that supports your shared future, reach out. I'm here to help you see the bigger picture.

Edward Jones financial advisors are not lawyers and cannot provide legal advice. A cohabitation agreement is a legally binding document that should be created with the assistance of a qualified lawyer or legal professional. We can help you understand how your financial decisions today connect to your long-term goals and work alongside your legal advisor to support your overall financial strategy.

Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let's first ask, what is a cohabitation agreement?

07/20/2026

Hosted our Open House for 40+ clients and business professionals last week - lots of food (and cake!) to share along with tours of the new space. Some drove up to 2 hours to visit with us! Thank you to our branch support team for organizing the celebration and to our clients for taking time out of their busy summer schedules. 😊

07/16/2026

Stop in and meet our wealth advisors in lovely Lambeth - each one dedicated to creating an ideal client experience for your and your family. We are proud that Edward Jones ranked #1 in the 2026 JD Power Client Satisfaction Survey - find out how "we do money differently". We are also growing and open to chatting with experienced advisors looking to explore why Edward Jones is also consistently ranked highest in advisor satisfaction and one of the top places to work in Canada. Call

06/29/2026

Financial fulfillment doesn't just change how you feel about money. It can change how you experience your life.

New 2026 research from Edward Jones and Gallup, spanning 2,117 Canadians, found that financially fulfilled Canadians are more than five times as likely to rate their mental health as very good or excellent compared to those who are financially stressed (80% vs. 14%), and nearly four times as likely to say the same about their physical health (52% vs. 14%).

Fulfillment isn't out of reach. I'd love to be part of that conversation. Book a call with me today.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

Read our research on how values and emotions shape our relationship with money.www.edwardjones.ca/ca-en

06/26/2026

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.