Edward Jones Financial Advisor: Tammy Scuralli

11/02/2026

With 2027 just a few weeks away, now is a good time to take a look at your finances and reflect on your goals for the year ahead.

Our year-end financial checklist can help you stay organized and identify important planning considerations as you prepare for the new year. If you have questions or would like personalized guidance, feel free to reach out to schedule an appointment.

As the year comes to a close, review your current situation with the help of your Edward Jones advisor.

11/02/2026

Helping your child buy a home? There’s more than one financial strategy to consider.

Each approach can open the door to homeownership but could affect your finances in different ways.

The key is choosing a strategy that supports your child while staying true to your long-term financial goals.

✨Want more guidance on balancing family and finances? Reach out and let's talk.

Here’s what to consider

11/02/2026

Old Age Security, or OAS, is an important part of retirement income for many Canadians, but how and when you receive it can vary.

Your eligibility is based on residency, not work history. Payment amounts can change over time and may be affected by when you start and how OAS fits with your other income sources.

Understanding these details can help you make more informed retirement decisions.

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

11/01/2026

Timing is everything when it comes to taxes and understanding how tax-loss selling works can help you avoid costly mistakes. We can help you navigate all the rules and regulations around tax-loss selling—and help you decide if it’s the right financial strategy for you.

Edward Jones, its employees and financial advisors, cannot provide tax or legal ⁠advice.

Tax-loss selling is a strategy that can help you offset capital gains to optimize your tax burden.

10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

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

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.

10/30/2026

Did you know that 84% of Canadians say that learning about money in school would have meant less financial stress today?* The good news is that it’s never too late to learn! Build your knowledge with our free Financial Fitness courses to set yourself up for success at every stage of life.

*Source: Pollara Strategic Insights.

The Financial Fitness program is provided for informational and educational purposes only and should not be considered individualized financial, legal, tax or investment advice.

The Financial Fitness courses are designed to boost financial literacy and give Canadians the tools to build financial knowledge.

10/28/2026

Financial planning looks at a lot more than your investment portfolio—it looks at the bigger picture of your life, your goals, and how you want your money to work for you. And while every financial plan is unique, there are a few things you should consider beyond investing to lay the groundwork for a solid financial future.

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

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.

10/26/2026

Did you know that financial planning is about a whole lot more than spreadsheets and stock markets? It’s about looking at the bigger picture to help you make the best decisions possible for your finances—and your future. If you'd like to discuss your goals and priorities, book an appointment to get started.

See how financial planning can play a critical role in helping you achieve your goals and gain confidence in your financial life.