Edward Jones
5-13604 Victoria Road North V0H1Z5 Summerland, BC, Canada

Life is full of changes, and that doesn’t stop once you pass your retirement date. I can work with you to stress test your financial strategy to help ensure that you’re prepared for any future changes. Contact our office today to schedule a complimentary consultation: 250-494-7007... [email protected] www.edwardjones.ca/chantelle-meriam See more

Find out what's happening in the markets with our latest financial market update.

Well... it's hard to believe it's April already! Just a friendly reminder that our office will be closed tomorrow - Friday, April 2nd - for the Good Friday holiday. We will re-open again on Monday, April 5th. From all of us at the office here, we wish you and your families a very happy Easter long weekend!

While social media often shows us a window into other people’s now, we can forget that what is now is the result of months or years of progress. The same is true for investing and the accumulation of wealth. It’s important to remember that most people make their money over time, not overnight. Not sure how to invest? These 10 time-tested rules can help investors in the long term.

Divorce can be stressful and heartbreaking, but you can avoid making a bad situation worse by ensuring your financial life is in order. Here are some steps to take if it happens to you or someone you know.

Made some special deliveries today! Excited to have handed out our annual "Tax Season Survival Kits" this morning to the local accountants that we work with throughout the year. We appreciate the relationships we have with our local tax professionals and like to thank them for all their hustle and hard work, especially during this busy time of year. #EdwardJones #SummerlandBC #busytimes #taxseasonsurvivalkit #taxseason #accountantsneedlovetoo

Are RRSPs still relevant? Absolutely! Are RRSPs for everyone? No. The key is to spend some time thinking about your current situation, and pondering your future, so you can be strategic and deliberate with your savings, rather than just rushing to make a contribution before the RRSP deadline. ... Have questions about your current retirement plan? We can help. Contact our office for a complimentary consultation.

Saving for multiple long-term goals may seem intimidating, but it doesn’t have to be. By taking it one step at a time, you and I can work together to see how the choices you make today about future saving goals may impact your retirement goal. Call, email or visit our website today to schedule a complimentary review of your current goals. 250-494-7007... [email protected] www.edwardjones.ca/chantelle-meriam See more

Happy Family Day! Our office will be closed today to enjoy a day with our family. We will re-open tomorrow, February 16th, at 8:30 am. We hope you all enjoy the rest of the long weekend with your loved ones!

Check out our weekly market update for new on last week's market and guidance for the week ahead.

It's that time of year again.... Family Day weekend! Live in the Okanagan or the surrounding area? My sister has you covered. Check out this list of fun family events and activities that the whole family can enjoy!

RRSP season is here. Our most recent Edward Jones survey looks at how Canadians are thinking about the ways in which they invest - and, ultimately, if an RRSP is right for them. While RRSPs were traditionally where Canadians chose to invest for retirement, it's clear that alternative devices are on the rise. Does this sound like you? Everyone is different, and there’s no one-size-fits-all approach. If you're not already having these conversations about what’s right for you ...with your advisor, it’s never too late to start! DM me and I'd be happy to offer you a second opinion -- a fresh look -- with no commitment. You can read more about the study here:

Happy New Year! All of us at Edward Jones wish you and your family peace, joy and prosperity throughout this New Year.

Are you one of the eight million Canadians who are reconsidering their retirement plans because of COVID? It’s important to keep in mind that changing your plans could change your overall strategy. I’m available to work with you to help flush out the details. Call 250-494-7007 or "Request an Appointment" through our website: www.edwardjones.ca/chantelle-meriam

Loneliness is a health concern for many, especially after months of social distancing and isolation. Psychologists say even casual interactions can help alleviate the situation.

For a review of last week's market and guidance for the week ahead take a look at this report. [EDJ2020]

Take time to reflect on the year that just passed and think about all that we have to be grateful for. I'd like to wish you a safe, healthy and happy holiday season!

As this year comes to a close, I wanted to take this opportunity to pass on some holiday wishes. Two-thousand and twenty has been a year like no other. For many, it's been... A year of challenge and change A year of great learning and growth A year of reflection, resilience and reawakening ... And while many lessons have been learned, I look forward to reflecting on everything that 2020 has taught us and moving ahead to a brighter year! With that, I would like to say "thank you" to our clients, friends and community for your continued support. From our family to yours, wishing you all a wonderful holiday season and a happy and healthy New Year!