Edward Jones- Financial Advisor: Kasia Maves

09/05/2026

Investors will be watching the September 16 Federal Reserve interest rate decision closely.

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

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

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.

08/28/2026

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.

08/25/2026

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.

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

🌳 You’ve worked hard to build your wealth. And in your estate plan, you may want your kids to receive the full value of your home, not an unexpected tax bill.

The principal residence exemption can help your home pass tax-free to your heirs, but it may not automatically apply in all cases. The right planning can help you minimize taxes and protect your family’s inheritance.

☎️ Want advice for an estate plan that reflects your wishes? Let’s talk

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice.