Edward Jones-Financial Advisor: Chris Bibeau

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.

08/12/2026

Tax season is done. Your returns are filed. Now what?

Tracey McLennan of Edward Jones highlights a common challenge for business owners: tax season often focuses on this year's deductions and results, while the bigger picture can be overlooked.

Now is the best time to sit down with your financial advisor, align your personal and business plans, and ask the bigger questions including who else should be part of that conversation (a spouse, your kids, your senior managers).

Every business owner's situation is different. Your plan should be too.

Moneris blog videoswww.edwardjones.ca/ca-en

08/11/2026

A great financial plan doesn't happen in isolation.

In this clip, Tracey McLennan Edward Jones breaks down why the team you surround yourself with matters so much; a financial advisor, a tax advisor, and a legal advisor, all working in sync.

A key role your financial planner plays is making sure all those pieces connect. Short-term trade-offs. Long-term goals. Freedom, flexibility, legacy, whatever your business is meant to enable.

That's when the real planning begins.

Moneris blog videoswww.edwardjones.ca/ca-en

08/10/2026

Many business owners might feel that their business was supposed to give them freedom.

But when the time comes to slow down or step away, that freedom might not be there.

Tracey McLennan of Edward Jones Canada puts it perfectly in this clip from the Just Good Business podcast. The business and personal plans are running independently when they should be working together toward the same goals.

If that sounds familiar, it's worth a conversation.

Moneris blog videoswww.edwardjones.ca/ca-en

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.

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/18/2026

Edward Jones proudly established a Canadian headquarters in Mississauga in 1994. On behalf of our thousands of associates, happy 181st Victoria Day!

Whether you're firing up the grill, opening the cottage, or simply enjoying a well-deserved break, here's to celebrating community, connection, and the season ahead.

Wishing you a safe and wonderful long weekend!

05/10/2026

To all the mothers who show strength, sacrifice, and unconditional love, today we celebrate you. 💐

This year, women in Canada will control close to half of all accumulated financial wealth – fueled by a $900 billion flow of inheritances over the next decade, according to the Women and Wealth White Paper.

Those who are mothers take on many roles: provider, planner, protector, dreamer. You build futures while caring for the people who matter most. Whether you are saving for education, preparing for retirement, or managing day to day needs, your dedication inspires us.

This Mother’s Day, we honor the love you give and the futures you’re shaping.

To the mothers in our lives and communities: thank you for the legacy you build every day.