Edward Jones - Financial Advisor: Lisa Conley

08/29/2026

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.

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

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.

08/27/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.

08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

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

08/20/2026

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.

08/18/2026

Your wealth can create moments that truly matter.

Lifetime gifting is one way to turn financial resources into meaningful experiences, like helping with education, supporting a cause you care about, or even funding family milestones. The key is doing it thoughtfully, so your own goals stay on track while you make an impact today.

If you’ve ever wondered how to give without risking your financial future, now is the time to explore your options. Your wealth isn’t just numbers, it’s a tool to create opportunities and memories.

Let’s talk about how you can start today. Message me to learn more.

Costs at death have sparked growing interest in lifetime gifting since many believe that gifts made prior to death are immune from taxation and probate fees. The reality is that – it depends.

08/15/2026

Inflation has displayed an encouraging trend.

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

08/13/2026

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

08/10/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.