Edward Jones-Financial Advisor: Marina D'Arthenay

10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

10/29/2026

Dreaming of a home in the U.S. for winter escapes? You’re not alone.

But when planning a property purchase south of the border, it’s critical to understand the potential tax implications:

• U.S. estate tax may apply over $60K USD
• Foreign property over $100K CAD? Reporting may be required in Canada
• Rental income may face a 30% withholding tax (or require U.S. filings)
• Selling? Up to 15% may be withheld on the proceeds
• Too much time in the U.S. could make you a tax resident

You can enjoy your winters in the sun, but knowing your tax obligations upfront can help you avoid costly surprises.

Before signing a purchase agreement, speak with a cross-border tax professional to understand how it fits into your overall financial plan.

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.

10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

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

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

10/03/2026

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term measures showed further moderation.

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

10/02/2026

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.

10/01/2026

The principal residence exemption generally allows homeowners to sell their principal residence without paying tax on the increase in its value.

While this can be a valuable tax benefit, there are important rules and exceptions to understand.

Swipe through to learn about four common mistakes that can affect eligibility.
Considering a home sale in the coming years? Let's review how the principal residence exemption fits into your overall financial strategy.

Edward Jones, its employees and Edward Jones advisors cannot provide tax or legal advice. Consult qualified tax and legal professionals regarding your specific situation.

You asked – we answered! Here are the top 10 questions about principal residence exemption.

09/30/2026

For many families, legacy planning extends beyond the next generation. It’s also about considering how wealth can continue to provide opportunity, protection and purpose for grandchildren.

A cascading life insurance strategy can help transfer wealth across generations in a tax-efficient manner, while preserving flexibility and protection for future family members.

For families focused on creating a lasting legacy, this can be a powerful way to preserve family capital, strengthen generational continuity and align wealth transfer with long-term intentions. The earlier these conversations begin, the more options families may have.

If you're considering how your legacy can support future generations, please book an appointment and we can explore the possibilities.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

09/29/2026

Every family has its own unique approach to money, but different generations often have different concerns.

Family financial and estate planning meetings can help bridge that gap. By creating space to discuss priorities, plans and expectations, these conversations can strengthen understanding and reduce uncertainty across generations.

They aren't always easy, but they can be some of the most important conversations a family can have.

If you're considering a financial or estate planning meeting for your family, I can help you tailor an approach that aligns with your family’s needs.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

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....