Edward Jones - Financial Advisor Lianne Waters, 116-2720 Mill Bay Road, Mill Bay, BC (2026)

I help empower women, families and businesses to understand their financial strategies through our established process, education and exceptional personalized service!

05/21/2026

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?

01/19/2026

Opportunities aren’t limited to Canada and the U.S. In 2026, momentum is building across Europe and Japan, with earnings growth expected globally. Diversification beyond North America can help reduce risk and capture growth. Let’s review your portfolio to ensure it’s positioned for global opportunities.

Check out our full 2026 outlook for more global market insights.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends.

12/08/2025

Retiring in the next 10 years? Let’s make sure you’re ready.

As a financial advisor, here’s the process I typically follow when helping my clients prepare for a confident transition into retirement.

1. Take stock of your finances
Let’s look at your income, savings, debts and assets so we know exactly where you stand today.

2. Assess your future income
We’ll estimate how much you’ll need in retirement and when to take government benefits based on your goals.

3. Set up key accounts and estate documents
Now’s the time to review RRSPs, make sure your estate plan reflects your wishes, and set up your RRIF when the time is right.

4. Consider your lifestyle needs
How do you want to spend your time in retirement? Let’s make sure your plan supports the lifestyle you’re dreaming of.

Want help working through the details? I’m here to guide you every step of the way. Let’s talk.

Planning to retire in 10 years or less? See the steps to take to start preparing.

11/24/2025

Many Canadians say leaving a meaningful legacy is important, but for many, the path forward isn’t always clear.

🔹 29% say the biggest barrier is documenting their wishes
🔹 25% haven’t yet defined what legacy means to them

These insights come from a recent study conducted by Edward Jones, which highlights how legacy planning continues to challenge Canadians across generations.

For those 55+, the challenges grow more complex:

• Clearly expressing their intentions
• Balancing financial needs with personal values
• Navigating family dynamics

And while some turn to professionals, just as many rely on friends and family—or no one at all.

Legacy planning doesn’t have to be overwhelming. Let’s start with a conversation about what matters most to you.

Research uncovers what legacy Canadians want to leave and the obstacles ahead.

11/17/2025

Did you know some accounts can bypass your Will?

That’s why understanding beneficiary designations is a key part of any estate strategy.

Accounts like RRSPs, TFSAs and life insurance let clients name someone to receive the funds directly. But when specific instructions or added control are needed, a Will may be the better option.

I’m here to help my clients connect the dots and plan for their estate.
Get in touch and let’s start the conversation.

Understanding the differences in beneficiary designations can help you plan for your loved ones.

09/23/2025

Creating or updating your estate plan?

Consider hosting a family financial meeting to share your wishes and help avoid misunderstandings.

It’s a thoughtful way to review your Will, Powers of Attorney, and healthcare directives, so your loved ones know what to expect and understand any responsibilities they may hold.

Check out this guide for ideas on how to get started.

Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

Address

116-2720 Mill Bay Road
Mill Bay, BC
V8H1H9

Telephone

+12507430891

Website

http://EdwardJones.ca/Lianne-Waters

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