Edward Jones-Financial Advisor: Robert Christie

09/09/2026

In a recent survey conducted by Edward Jones Canada, only 53% of Canadians feel confident understanding what happens when an RRSP matures, and that gap is even wider among younger Canadians, with just 36% of those aged 18-34 reporting confidence.

Knowledge confidence levels vary by topic:

• 66% were confident in having knowledge of the annual contribution deadline (highest confidence)
• 56% understand the value of tax deductions
• 55% grasp tax implications of withdrawing funds
• 53% were confident in what happens when RRSP matures
• Only 37% were confident in the Home Buyers' Plan (HBP)
• Just 28% were confident in the Lifelong Learning Plan (LLP), the lowest across all topics

RRSPs are powerful tools within a comprehensive retirement strategy, but they're just one component of the broader picture. Understanding contribution deadlines, the implications of early withdrawals, and how an RRSP fits alongside other registered accounts like TFSAs is also important.

If retirement planning feels uncertain, let's start a conversation about building a strategy that makes sense for your unique situation.

Edward Jones Canada survey finds RRSP contribution intentions remain steady, despite feelings of confusion and uncertainty

09/07/2026

Did you know that only 9% of Canadian business owners have a formal succession plan in place?

We understand. Running your business day-to-day feels more urgent than planning for the future. But a well-conceived succession plan is more than just your exit strategy. It's about protecting what you've built and securing what matters most. By thinking ahead you can:

✅ Ensure business continuity
✅ Provide for your family's financial security
✅ Create a lasting legacy

Planning ideally begins at least five years in advance, and I’m here to help you navigate this important process. Whether you're just starting to think about succession or ready to take the next step, let's talk about your vision for the future.

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.

09/04/2026

Success in sports and entertainment often starts with the right team behind the scenes.

As a financial advisor with the Sports & Entertainment Accredited Wealth Management Advisor℠ designation, I've completed additional training focused on the financial complexities that often come with careers in sports and entertainment—from fluctuating income and sudden wealth to tax strategies, wealth preservation and legacy planning.

Because success isn't just about what you've earned. It's about having a strategy designed to help protect and grow it.

If you're ready for guidance tailored to the unique demands of your career, let’s connect.

09/02/2026

Your defined benefit pension represents decades of dedicated service.

Understanding your options is the first step to making an informed decision about your retirement future.

This guide is designed to help federal employees, and others navigate the choice between staying in their pension plan and transferring the commuted value. There's no universal right answer, only what's right for your situation.

If you're approaching this decision point, let's talk through your options together.

Reach out for a conversation about your retirement planning.

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

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.

08/24/2026

If you’ve inherited a U.S. retirement plan and live in Canada, the tax implications can be complex.

Proper planning can help protect your wealth and avoid double taxation.

💬 Let’s talk about your next steps.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.