Edward Jones - Financial Advisor: Courtney D’Arthenay

10/31/2026

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, strategy, and goal-setting—no tricks, just treats! Have a safe and happy Halloween.

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.

10/28/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

10/28/2026

Edward Jones, in collaboration with Age Wave and The Harris Poll, conducted research on the true cost of caregiving for Canadians. Julie Petrera, Director of Financial Planning at Edward Jones, spoke with BNN Bloomberg, on The Close to discuss the findings: more than 70% of people enter the caregiving role without having planned for it, caregivers cover an average of $7,025 annually out of pocket, and people are taking time off work or even relocating to provide care. Watch the interview to learn more. And if you think you may become a caregiver or need to provide care at some point in the future, reach out and let's plan for that.

Julie Petrera, director of financial planning at Edward Jones Canada, joins BNN Bloomberg to discuss the impact of caregiving on Canadian's financial planning.

10/26/2026

On race day, every move is planned, every decision considered. Your financial future deserves the same approach. As the Official Private Wealth Management Partner of the McLaren Mastercard Formula 1® Team, Edward Jones is invested in your drive. Reach out to my office today, and let’s make a financial plan that helps put you in the driver’s seat.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=909468&utm_source=facebook&utm_medium=social_media&utm_content=3354638&c3nid=909468_facebook_3354638&c3ch=BranchSocialMedia&EID=MDAwMDAwMTU2Njk5NA%3D%3D

We're proud to support McLaren Racing, a world-class team that shares our philosophy: Excellence relies on precision, discipline and trusted guidance.

10/26/2026

Did you know that 84% of Canadian financial caregivers say they don't want to become a burden on their own families, 73% say they would reduce their own financial security to support a loved one?

That's what our latest research with Age Wave and The Harris Poll 2026 calls the generosity paradox. People put their loved ones first, often at their own expense, increasing their likelihood of becoming a burden down the road.

It's a reminder of why planning matters, and why these conversations are so important to have early.

Book a call with me and let's talk about how to support your loved ones without compromising your own future.

New research highlights the unique challenges caregivers face and the types of support that can make a difference.

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.

10/22/2026

Old Age Security, or OAS, is an important part of retirement income for many Canadians, but how and when you receive it can vary.

Your eligibility is based on residency, not work history. Payment amounts can change over time and may be affected by when you start and how OAS fits with your other income sources.

Understanding these details can help you make more informed retirement decisions.

You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)

10/21/2026

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?

10/21/2026

Financial caregiving can take a toll on Canadians. In research we conducted with Age Wave and The Harris Poll 2026, we found that nine in 10 caregivers spend their own money on a loved one's care, and the sacrifices go well beyond dollars.

If you're navigating this, reach out and let's build a plan together.