Edward Jones-Financial Advisor: Lianne Waters
#116-2720 Mill Bay Road, Mill Bay Shopping Center V0R 2P1 Shawnigan Lake, BC, Canada

What's your starting point? When it comes to your financial future, it starts with answering 6 simple questions on what you're most hopeful for and any concerns you may have. Take the quiz, download your results and we'll help you identify actionable steps you can take to turn your vision into a reality that is unique to you and your financial goals. Get started today! [EDJ2021]

Join us for Our "Women and Wellness" Zoom Series Thursday March 25th at 6:30pm Rules of the Road - Why are some people more successful investors than others? If you're like most of us, the road to your future and the realization of your life's dreams will require a solid saving and investing strategy. You'll learn the 10 principles of investing as well as common mistakes and what you can do to help avoid them. Cozy up with your computer, bring your favorite beverage and let...s reconnect! https://edwardjones.zoom.us/j/3072283720 Meeting ID: 307 228 3720 Passcode: 12345

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. [EDJ2021]

It's time for your weekly market update from Edward Jones.[EDJ2021]

Happy International Women’s Day

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 [EDJ2021]:

In this week's update we review last week's market performance and take a look at what the week ahead could hold. [EDJ2021]

Entering into retirement is an exciting time of one’s life: an opportunity to reinvent yourself and pursue those life-long dreams or goals, outside of the 9-5. What will your golden years look like? Contact my office today to see how we can help you make the right financial moves throughout this new stage of your life. [EDJ2021]

Our team is looking to grow! We are adding a part time Branch Office Administrator. Must have strong client centric communication, detail oriented, good computer skills. Please call Lianne at 250-743-0891

Setup an Emergency Fund: It’s always a good idea to save some cash saved for a rainy day. Having 3-6 months worth of living expenses means if something unexpected happens it won't throw you too far off your goals. I can help you calculate how much cash you may need to fill your rainy day bucket. [EDJ2020\

Please join us for the Five Money Questions for Women seminar Monday November 30th at 6:30pm on ZOOM ! Women and men have differing considerations when it comes to long-term financial goals. For instance, because of a woman’s average longer life span, your needs may be significantly different from those of your spouse or others. Does your financial strategy fit your lifestyle and needs? Join us and learn more as we explore five critical money questions for women. To attend, c...lick the following link. If the link does not work, copy and paste it into your address bar. https://edwardjones.zoom.us/j/3072283720 To join by one-tap mobile or phone if you have no computer, call 1 778 907 2071. You will need the following meeting ID and password: Meeting ID: 307 228 3720 Password: 12345 If you have questions regarding any of the material covered or if there is anything you'd like to discuss in detail, please contact me at 250-743-0891.

Weekly Market Update: In this week's update we review last week's market performance and take a look at what the week ahead could hold. Read the rest here.

As we emerge and enter various stages of recovery across Canada, we recognize that what is important to us may have changed. Whether you are preparing for or living in retirement, we will discuss these three reasons to revisit your financial strategy now 1. Estate considerations 2. How real estate fits into your financial strategy 3. Tips on how to balance debt and investing priorities... Join Zoom Meeting https://edwardjones.zoom.us/j/3072283720 Dial by your location +1 778 907 2071 Canada Meeting ID: 307 228 3720 Passcode: 12345 We are here to partner with you and by using our established prosses help you reach your goals ! 250-743-0891 or [email protected]

I help inspire you to create the life you’ve dreamed of and partner with you to reach your goals

It’s November again, and Financial Literacy month, which means it’s the perfect time to revisit your financial strategy. I’m available to connect with you on your time so you can feel secure about your financial future.