Julie Petrera's Schedule
Is Now a Good Time to Invest?
Saturday, September 14, 2024, 12:15 pm - 1:00 pm
Focus: FINANCIAL AND ESTATE PLANNING
Increased debt levels, geopolitical uncertainty, and the Bank of Canada's attempt to balance inflation and interest rates have Canadians wondering: Is now a good time to invest?
Julie Petrera, senior strategist of client needs at Edward Jones Canada, will discuss the difference between "timing the market" and "time in the market" and compare investing to saving or paying off debt—while considering your individual goals—to help you decide when the best time is to invest, for you.
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Top 5 Benefits of Attending The MoneyShow
- Talk to Top Money Experts Up Close and in Person
- Discover New Investment Opportunities
- Get Live Market Analysis, Research Reports, & Hands-on Demos
- Network with Other Savvy Investors
- Win Daily Cash Prizes, Shares of Stock, & Swag
Julie Petrera's Profile
As a senior strategist for client needs, Julie Petrera is responsible for developing advice and guidance for Canadians by creating impactful thought leadership to help lead and coordinate advice and guidance strategy development. She has also authored several articles providing financial advice for Canadian publications including the Medical Post and Canadian MoneySaver, and has presented to several groups on financial planning in a pandemic for doctors. Ms. Petrera was nominated for an IIAC Top Under 40 award in the investment industry in 2019. She earned a Bachelor's degree from The University of Western Ontario, an MBA from Dalhousie University, and a certificate in corporate communication from the University of Ottawa. Ms. Petrera holds the CFP® certification and is also a fellow of the Canadian Securities Institute (FCSI).