Edward Jones - Financial Advisor: Tracy Figueira

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.

10/28/2026

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.

10/12/2026

This year, we're grateful for our clients and the trust they place in us to make their financial goals a reality. Every milestone celebrated is a reason to give thanks. Wishing you and yours a wonderful Thanksgiving.

07/30/2026

For many families, legacy planning extends beyond the next generation. It’s also about considering how wealth can continue to provide opportunity, protection and purpose for grandchildren.

A cascading life insurance strategy can help transfer wealth across generations in a tax-efficient manner, while preserving flexibility and protection for future family members.

For families focused on creating a lasting legacy, this can be a powerful way to preserve family capital, strengthen generational continuity and align wealth transfer with long-term intentions. The earlier these conversations begin, the more options families may have.

If you're considering how your legacy can support future generations, please book an appointment and we can explore the possibilities.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

07/23/2026

🏡 The principal residence exemption is one of the most valuable tax benefits available to Canadian homeowners. It allows you to sell your principal residence without paying tax on the increase in its value.

📈 How it works:
When most assets are sold for a profit, a portion of the capital gain is taxable. If your home qualifies as your principal residence, the exemption can shelter that gain.

✅ Why it matters:
When selling your home, the exemption can help preserve more of your wealth, leaving you with more flexibility in your broader financial plan.

Wondering how the principal residence exemption applies to your situation? Let's connect.

Edward Jones, its employees and Edward Jones advisors cannot provide tax or legal advice. Consult qualified tax and legal professionals

You asked – we answered! Here are the top 10 questions about principal residence exemption.

07/16/2026

For many people, saving for retirement is a given. But strategically planning for it is a different story.

This starts with imagining what your retirement might look like.

🏡 Will you stay in your current home or downsize?

✈️ Will travel be a priority?

🎯 What hobbies, activities or experiences matter most to you?

Your future lifestyle will have a significant impact on your future spending needs.

The goal isn't to predict every expense perfectly. It's to develop a realistic vision of the retirement you want and begin planning accordingly.

Want help fine-tuning your retirement wealth strategy? Please get in touch and let’s review your plan together.

07/09/2026

The most effective estate plans don’t just focus on documents, assets, or who gets what. They also consider the people entrusted with important responsibilities.

Family financial and estate planning meetings can help ensure that key individuals understand their responsibilities before they're called upon to act.

For example:
● Does your executor know they've been chosen?
● Does your power of attorney understand your wishes?
● Do the people you've selected know where important information can be found?

That's often just as important as having the documents themselves in place.
If you're considering a family estate planning meeting, I can help you develop an approach that aligns with your needs. Let’s connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

07/02/2026

A comprehensive financial plan is about more than investing. It considers the many factors that work together to support the life you want to build.

🔹 Financial management: saving, borrowing and managing debt.
🔹 Asset management: investing with purpose to help build your wealth
🔹 Tax considerations: exploring opportunities to reduce or defer taxes
🔹 Retirement planning: preparing for financial security throughout retirement
🔹 Risk management: protecting against unexpected events
🔹 Estate planning: planning for wealth transfer and legacy
🔹 Business planning: aligning business and personal financial goals

The most effective plans don't look at these areas in isolation. They work together to support the life you want to build.

Interested in a more comprehensive approach to your financial future? Let's connect.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

07/01/2026

Edward Jones intentionally chose to establish a Canadian headquarters in Mississauga in 1994. On behalf of our thousands of associates, happy Canada Day!

From coast to coast to coast, we're united by shared values, incredible landscapes, and a spirit of community that makes this country home.

Here's to the dreams we're chasing, the families we're supporting, and the legacies we're creating for generations to come.

06/21/2026

Today, on National Indigenous Peoples Day, we honor and celebrate the diverse cultures, languages, and contributions of First Nations, Inuit, and Métis peoples.

Like the related Indigenous philosophy that encourages individuals consider the impact of their decisions seven generations into the future, our purpose-driven firm strives to create positive generational impact.

This day reminds us of the importance of meaningful reconciliation. It's about listening to stories, respecting traditions, and supporting Indigenous communities in building prosperous futures on their own terms.