Matt Patterson - Edward Jones Financial Advisor

09/03/2026

Many people think financial planning means picking investments, but investing is just one piece of a much bigger picture.

A real financial plan starts with your goals:

• Paying for your child's education
• Buying that dream cottage
• Retiring on your terms
• Leaving a legacy

Those goals are supported by a strategy where seven components work together:

✅ Financial management
✅ Asset management
✅ Tax considerations
✅ Retirement planning
✅ Risk management
✅ Estate planning
✅ Business planning

Alignment across these areas is what turns a strategy into a real plan.

Let’s talk about building a plan that puts you in control of your financial life.

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

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

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

Markets are showing us exactly why diversification matters.

While headlines focus on the S&P 500's pause, the real story is happening elsewhere:

• Canadian stocks up on the strength of energy and materials
• Overseas developed markets performing well, helped by expansionary fiscal and looser monetary policies
• Emerging market stocks continue to deliver gains on the back of its large tech sector
• Bonds delivered positive total returns as interest rates drifted lower, benefiting investors on both income and price appreciation.

This market rotation underscores a crucial principle: different sectors and regions lead at different times.

For clients navigating today's environment, I'm focused on three priorities:

1. Revisiting goals to ensure investments align with what matters most
2. Maintaining strategic diversification across asset classes and geographies
3. Viewing volatility as an opportunity to strengthen portfolios

The fundamental backdrop remains constructive with corporate earnings growth and steady economic momentum.

A disciplined, goal-focused strategy positions portfolios to weather uncertainty and capture opportunities as market leadership evolves.

Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.

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.

08/20/2026

Cancer touches the lives of so many Canadians. That’s why supporting research matters: it leads to earlier diagnoses, better treatments, and more time with loved ones.

On September 20, I’ll be lacing up for the . Whether you walk, run, or cheer, come join us and help finish Terry’s marathon against cancer.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Welcome to the Team Edward Jones page. In 2026, Team Edward Jones will grow the over $1.3 million we have raised over the last 5 years in support of the Terry Fox Foundation (TFF). This year, we...

08/20/2026

You may have heard of active investing and passive investing. But what's the difference?

Active investing means that your investments are managed by professionals who research and select investments with the goal of outperforming an index. While there's no guarantee of better performance, this can offer greater potential for returns and reduced risk.

Passive investing aims to match the performance of a market index. Your investment typically rises and falls with the market and comes with lower fees.

The good news? You don't have to choose just one approach.

Many well-diversified portfolios include a mix of active and passive investments. The right balance depends on your financial goals, time horizon, and comfort with risk.

Wondering which approach makes sense for you? Let's connect and build an investment strategy that fits your goals.

Learn about the similarities and differences between these two popular investment styles.