Lila Day - Financial Advisor - Edward Jones

08/30/2026

Thankful to have been recognized by our local MP Jake Sawatzky as a community impact champion!

New Westminster is not only where I run my business - it’s the community I cherish so dearly, as a place we raise our kid and call home. As a proud Rotarian, board member of Yes I Can Foundation, curler, lawn bowler and softball player. Working alongside my side the city of New West to host educational sessions for community members and with Elizabeth Fry Society to provide financial literacy events to their clients, it’s important to me to give back to the community that gives me so much to be thankful for.

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.

08/24/2026

Thankful to have been invited on this podcast to spread awareness around RDSP accounts, to share a bit of my story and why this cause is so important to me. Take a moment to listen to this and share with someone you think would benefit from this. Full podcast can be found on this link or anywhere you listen to podcasts.




https://www.iheart.com/podcast/1333-the-jordan-and-christian-333943367/episode/the-financial-tool-too-many-canadians-341950712/

08/12/2026

Tax season is done. Your returns are filed. Now what?

Tracey McLennan of Edward Jones highlights a common challenge for business owners: tax season often focuses on this year's deductions and results, while the bigger picture can be overlooked.

Now is the best time to sit down with your financial advisor, align your personal and business plans, and ask the bigger questions including who else should be part of that conversation (a spouse, your kids, your senior managers).

Every business owner's situation is different. Your plan should be too.

Moneris blog videoswww.edwardjones.ca/ca-en

08/11/2026

A great financial plan doesn't happen in isolation.

In this clip, Tracey McLennan Edward Jones breaks down why the team you surround yourself with matters so much; a financial advisor, a tax advisor, and a legal advisor, all working in sync.

A key role your financial planner plays is making sure all those pieces connect. Short-term trade-offs. Long-term goals. Freedom, flexibility, legacy, whatever your business is meant to enable.

That's when the real planning begins.

Moneris blog videoswww.edwardjones.ca/ca-en

08/10/2026

Many business owners might feel that their business was supposed to give them freedom.

But when the time comes to slow down or step away, that freedom might not be there.

Tracey McLennan of Edward Jones Canada puts it perfectly in this clip from the Just Good Business podcast. The business and personal plans are running independently when they should be working together toward the same goals.

If that sounds familiar, it's worth a conversation.

Moneris blog videoswww.edwardjones.ca/ca-en

07/30/2026

🌽🍓 I'll be at the New Westminster Farmers Market today! 🍞🥕

If you're planning to visit the market, stop by and say hello! I'll be at Tipperary Park between 3:00 PM and 7:00 PM.

It's always great to connect with members of our community, catch up, and enjoy everything the market has to offer from local vendors and producers.

📍 New Westminster Farmers Market
📍 Tipperary Park
🕒 Today, 3:00 PM - 7:00 PM

Looking forward to seeing you there!

07/30/2026

Everyone has a story.

Some are planning for their family's future. Some are caring for a loved one with a disability. Others are navigating divorce, loss, retirement, or a major life transition.

I've learned through my own life experiences that challenges can feel overwhelming when you're facing them alone. That's why I built my practice around education, compassion, and helping people feel supported every step of the way.

I work with families, individuals, seniors, business owners, and members of the disability community who are looking for guidance and a trusted partner to help them understand their options and make informed decisions.

For me, it's never just about numbers.

It's about helping people find clarity, reduce stress, and feel more confident about the future.

If you've been meaning to ask questions, get organized, or simply find someone who will take the time to listen, let's start a conversation.

You don't need to have everything figured out before reaching out.

📩 Reach out to start the conversation.
[email protected] | 778-875-4425