Edward Jones - Financial Advisor : James Kerr

Edward Jones - Financial Advisor : James Kerr I was born in Scotland and came to Canada, with my family, as a young child in 1983. We first lived in Southern Ontario before moving to Oceanside in 1989.

My grandfather was an accountant and taught me the importance of saving from an early age. He would give me savings bonds as gifts and taught me about the benefits of compound interest. I added to my bonds with the proceeds from my paper route which I built up by going door to door to deliver papers and collect subscriptions in the neighbourhood where we lived. I have always had a passion for cars

and after leaving school worked at an auto dealership in Parksville. Amongst other things, I spent five and a half years working in the Parts and Service Departments building trusting relationships with customers and business owners in the area. My uncle became an Edward Jones advisor building up his own practice in Ontario, and I looked up to to him, and sought to follow in his footsteps. In 2018 I was offered, and accepted, the opportunity to join the Edward Jones family in the Oceanside area, completing my education for Canadian Securities licensing, in the fall of that year. As someone who has been a resident for over thirty years it is a dream come true to be able to build up my own business in the area I call home. Now serving the Oceanside area as a Financial Advisor, with my associate Rhonda Lalonde. We are working with established business owners and retirees to help them prioritize, organize and achieve their purpose in their financial lives. Whether that is maximizing business financial strategies, tax efficient income strategies, or saving for education or retirement. Whatever the challenge or need, we at Edward Jones take time to learn what is important to you and your family, and use our established processes to partner with you to achieve your goals. Call or email me today to book an appointment.

What’s the best type of investment portfolio? It's a trick question—there's no such thing as a one-size-fits-all approac...
09/02/2026

What’s the best type of investment portfolio?

It's a trick question—there's no such thing as a one-size-fits-all approach.

The right investment strategy depends on where you are in life. A portfolio should reflect your financial goals, time horizon, and comfort with risk—all of which evolve over time.

For example, someone just starting their career will likely have different priorities than someone approaching or enjoying retirement. Earlier in life, long-term growth may be the focus. Later on, preserving wealth and generating income may become more important.

As a financial advisor, I often tell my clients: The best portfolio is the one that's built around you.

Do your investments match your life stage? Let's review your portfolio together.

Things you need to consider as you build a portfolio that’s right for you.

08/31/2026

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.

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.

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.

Inflation has displayed an encouraging trend.
08/15/2026

Inflation has displayed an encouraging trend.

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

08/10/2026

Many investors think that successful stock investing is about picking the next big winner.

In reality, it's often about building a diversified portfolio that reflects your goals, time horizon, and comfort with risk—and sticking with your plan through changing market conditions.

Strategies like diversification, dollar-cost averaging, and periodic rebalancing can help take emotion out of investing and keep you focused on the long term.

Ready to put a plan in place? Let's connect and build an investment strategy that's right for you.

Three major headwinds have eased: Improving confidence in AI demand, lower oil prices, and reduced fears of additional F...
08/08/2026

Three major headwinds have eased: Improving confidence in AI demand, lower oil prices, and reduced fears of additional Fed tightening have helped the S&P 500 break out of its three-month trading range and join the TSX to reach new highs.

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

Retirement planning isn't just about having a timeline to stop working.It's about making financial and personal decision...
08/07/2026

Retirement planning isn't just about having a timeline to stop working.

It's about making financial and personal decisions that will shape your future, from saving and investing to pension choices, healthcare, and caring for loved ones.

Whether retirement is decades away or just around the corner, taking small steps today can help you feel more confident about tomorrow.

👉 Swipe through for some key questions to consider in your retirement plan.

Wondering if your retirement strategy is on track? Let’s connect and we can review it together.

How to take the next best steps to create the retirement you see for yourself.

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