Edward Jones - Financial Advisor: Courtney D’Arthenay

Edward Jones - Financial Advisor: Courtney D’Arthenay Our Sr. Branch Office Administrator, Charina Gardiner, is your first point of contact when you reach out to our branch.

Allowing someone into the world of your finances is deeply personal, and it is important to partner with a team who has a wealth of practical knowledge and experience. We are passionate about helping others by taking the stress and anxiety you may have surrounding money away and in turn improving the quality of your life and mental health. The families and charities we work with are serious long-t

erm investors with complex financial needs who value our partnership and the high level of service we provide. Our clients include individuals and families with intergenerational wealth transfer needs, incorporated professionals, widows and widowers as well as charitable organizations. We are proud to partner with individuals and families of diverse backgrounds, recognizing and respecting different pronouns, gender identities and family structures. She will ensure we have the right information from you so together we can build the most appropriate strategy for your personal needs. We begin our partnership by understanding where you are now and where you want to be moving forward. Together we will work through a clear comparison of how different solutions can create flexibility in your plan. Once your financial and investment strategy is in place, we will ensure appropriate protection strategies are utilized to prepare for the unexpected. We work closely with your accountant and legal team to ensure your investment, retirement, and estate planning strategies align with your tax and legal plans. We meet regularly to ensure we stay on track as we partner throughout your life to achieve your goals. Our branch is not the cheapest option - however we will provide the most value with our tailored approach and high level of personalized service. You will never have to press buttons and go through different menus to get through to a real person when you reach out to our branch. Our phone is a direct line answered by myself or Charina, and because we only partner with a select group of clients, we will know who you are when you call. As limited partners in Edward Jones, Charina and I are committed to helping you live the life you want with the wealth you have. Thank you for taking the time to get to know us – we look forward to meeting you!

Happy Pride Month! 🌈This June, we celebrate love, authenticity, and the courage it takes to live as your true self. Prid...
06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets...
05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but yo...
05/28/2026

One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.

Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.

So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.

If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.

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

Stocks continue to climb despite rising rates.
05/23/2026

Stocks continue to climb despite rising rates.

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

05/21/2026

A balanced family budget isn't about deprivation or cutting everything you enjoy. It's about creating a realistic plan that supports your goals and fits your life.

Start with clear, achievable goals. Build in flexibility for unexpected expenses, because life rarely goes exactly as planned. Review your budget regularly and adjust as your circumstances change. The families who succeed with budgeting are the ones who stay consistent, not perfect.

And remember, you don't have to figure this out alone. Working with an advisor means having someone who can help you review your current situation, refine your goals, and create a strategy that can help keep you on track.

If you're ready to create a budget that works for your family's goals, reach out. I'm here to help.

Edward Jones proudly established a Canadian headquarters in Mississauga in 1994. On behalf of our thousands of associate...
05/18/2026

Edward Jones proudly established a Canadian headquarters in Mississauga in 1994. On behalf of our thousands of associates, happy 181st Victoria Day!

Whether you're firing up the grill, opening the cottage, or simply enjoying a well-deserved break, here's to celebrating community, connection, and the season ahead.

Wishing you a safe and wonderful long weekend!

As we know, markets this year have been robust. In fact, despite near 10% corrections in both the S&P 500 and Canadian T...
05/16/2026

As we know, markets this year have been robust. In fact, despite near 10% corrections in both the S&P 500 and Canadian TSX in March, and ongoing uncertainty around the Iran war and oil prices, stocks are back near all-time highs.

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

05/14/2026

Many couples don’t talk about money until they have to. A cohabitation agreement can help you answer the uncomfortable questions early:

Who pays for what? Who owns what? What happens if things change?

It’s like a pre-nup, but for common-law couples. It can help you define expectations, avoid misunderstandings, and make decisions more easily.

If you’re navigating these conversations or want guidance on how financial planning fits into your relationship, reach out. I’m happy to talk through your options and help you feel more confident moving forward.

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.

To all the mothers who show strength, sacrifice, and unconditional love, today we celebrate you. 💐This year, women in Ca...
05/10/2026

To all the mothers who show strength, sacrifice, and unconditional love, today we celebrate you. 💐

This year, women in Canada will control close to half of all accumulated financial wealth – fueled by a $900 billion flow of inheritances over the next decade, according to the Women and Wealth White Paper.

Those who are mothers take on many roles: provider, planner, protector, dreamer. You build futures while caring for the people who matter most. Whether you are saving for education, preparing for retirement, or managing day to day needs, your dedication inspires us.

This Mother’s Day, we honor the love you give and the futures you’re shaping.

To the mothers in our lives and communities: thank you for the legacy you build every day.

Understand the unique financial needs of women. Our advisors are here to help you plan for a secure financial future.

Address

1011 Victoria Street Unit 3
Petawawa, ON
K8H2E2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+16136871457

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