Edward Jones: Financial Advisor Debbie Clark

Edward Jones: Financial Advisor Debbie Clark I help people to protect, enjoy and transfer their wealth in a tax efficient manner.

If you're facing a job transition right now, I want you to know: this is a moment to pause, not panic.Losing a job bring...
09/02/2026

If you're facing a job transition right now, I want you to know: this is a moment to pause, not panic.

Losing a job brings uncertainty, not just about your career, but about managing the financial pieces too. Questions like:

• When should I file for EI benefits?
• What happens to my health insurance and retirement savings?
• How do I adjust my budget without sacrificing what matters most?

These are real questions that deserve thoughtful answers, not rushed decisions. You have options, and you don't have to figure them out alone.

Life throws curveballs. My job is to help you respond with a strategy that works for you.

Need someone to talk through your options? Send me a message. Let's work through this together.

Here are some financial steps to keep you on track as you carve a new path ahead in your career.

Life never stands still, careers shift, families grow and priorities evolve. Yet many people only revisit their finances...
08/31/2026

Life never stands still, careers shift, families grow and priorities evolve. Yet many people only revisit their finances when they have to.

Getting your financial house in order can bring clarity, confidence and a sense of control. When you understand what you spend, owe and save, it becomes easier to make decisions that move you forward.

You don’t need perfection, just a place to start.

Reach out to book a meeting, and let’s get your financial house in order together.

A good checklist for organizing your finances.

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, ...
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.

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.Ju...
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.

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

Stocks are a cornerstone of many investment portfolios because of the potential they offer for long-term growth. But wit...
08/21/2026

Stocks are a cornerstone of many investment portfolios because of the potential they offer for long-term growth. But with that potential comes periods of market volatility.

Although market swings can feel unsettling, they're a normal part of investing.

The key to staying on track is to remain focused on your long-term strategy, not short-term ups and downs.

If you'd like a second opinion on your portfolio or want to review your investment strategy, I'd be happy to help. Let's connect.

Equities can add diversification and serve as a growth engine to help build value over time.

08/20/2026

Did you know dividends from Canadian companies can qualify for preferential tax treatment through the dividend tax credit depending on your individual circumstances? That's different from foreign dividends, which are generally taxed as ordinary income and may not qualify for the same tax credit treatment. It's an important distinction that can shape your overall tax picture.

As part of our tax planning strategies webinar series, we're breaking down practical insights like these, because smart financial planning matters all year long, not just at tax time. I can work with your tax professional to help make sense of what this means for your specific situation. Let's connect.

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.

Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
08/20/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4c1O8Zd

Address

3048 Skaha Lake Road
Penticton, BC
V2A7H2

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+12504938352

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