What they do
Retirement savings and retirement income strategies
Listed as a focus area on the Carleton Place advisors' own pages.
UA FEST 2025SponsorBusiness
Edward Jones
Edward Jones Canada · Edward D. Jones & Co., L.P. · Jones Financial Companies, L.L.L.P. · Edward Jones - Financial Advisor: Danette Hanneman · Edward Jones - Danette Hanneman · Едвард Джонс · Едвард Джонс Карлтон-Плейс
Edward Jones · Financial advisors, Carleton Place
The investment office on Costello Drive, in the same town as the festival.
UA FEST Family
About
Edward Jones keeps a branch office in Carleton Place, at 1 Costello Drive, Unit 7. Two financial advisors are listed at that address — Danette Hanneman and Rebecca A McElravy — together with Sierra Monaghan, the branch's Client Experience Specialist. The office is open Monday to Friday, 9:00 a.m. to 4:30 p.m., and closed Saturday and Sunday. The phone is (613) 253-7708 and the fax is (877) 323-1798.
The work is personal investing. Danette Hanneman's page lists retirement savings strategies, retirement income strategies, estate and legacy strategies, intergenerational planning, wealth strategies and sustainable investing. Rebecca A McElravy's page lists retirement savings strategies, wealth strategies, estate and legacy strategies, business owner considerations and divorce finances.
Edward Jones describes the first step as a conversation. You leave your details on an advisor's profile page, the advisor reaches out to set up a complimentary consultation, and you meet in person or online to talk through your goals, your investing style and the account types and investments worth considering. Only after that does the advisor open an account and set up online access.
The firm was founded in 1922 in St. Louis, Missouri, by Edward D. Jones, Sr., and its legal name is Jones Financial Companies, L.L.L.P. On its Canadian site it describes itself as a privately owned, full-service financial services firm that specialises in individual investors. Its Canadian operation is regulated by CIRO, the Canadian Investment Regulatory Organization, and is a member of the Canadian Investor Protection Fund.
Edward Jones backed UAFest in 2024 and 2025. Anna Vynnyk, an Edward Jones financial advisor whose office is at 33 Wilson Street West, Suite 3 in Perth, was on location at the Edward Jones vendor booth at the 2025 festival. Her page lists retirement savings, retirement income, wealth protection, estate and legacy, education savings and business owner considerations, and she is listed in the business directory of the Ukrainian Canadian Professional and Business Association of Ottawa.
1 Costello Drive, Unit 7
Mon–Fri, 9:00–16:30
Regulated by CIRO · CIPF member
Edward Jones
What they do
Personalized investment and financial planning: retirement savings, RRSP/investment accounts, portfolio management and financial advice for individuals and families.
What they do
Estate and legacy strategies
Named on both Carleton Place advisors' pages; Danette Hanneman's page also lists intergenerational planning.
What they do
Wealth strategies
A focus area on both advisors' pages at 1 Costello Drive.
What they do
Business owner considerations and divorce finances
Listed on Rebecca A McElravy's page.
What they do
Sustainable investing
Listed on Danette Hanneman's page.
Open to
A complimentary introductory consultationReviewing a strategy you already haveHelp around a major financial eventMeetings in person in Carleton Place or online
Edward Jones
Photos
Edward Jones
Where to find them
The branch sits at 1 Costello Drive, Unit 7, in Carleton Place, Ontario — the same town as Riverside Park, where UAFest is held on Sunday, 13 September 2026. Edward Jones Canada keeps a Carleton Place location page, and both advisors' own pages give this address; the Carleton Place & District Chamber of Commerce carries the office in its member directory under Financial Advisors.
A second Edward Jones advisor in the area, Anna Vynnyk, keeps an office at 33 Wilson Street West, Suite 3, in Perth, Ontario. She was the advisor on location at the Edward Jones vendor booth at UAFest 2025, and she is listed in the business directory of the Ukrainian Canadian Professional and Business Association of Ottawa.
UAFest participation
Their story and UAFest
22
1922
Edward Jones is founded in St. Louis, Missouri, by Edward D. Jones, Sr.
24
2024
First of the two festival years listed for Edward Jones as a UA FEST supporter.
25
2025
Listed again for 2025; advisor Anna Vynnyk is on location at the Edward Jones vendor booth.
Part of the UAFest Family
Experience & impact
Community connections
Edward Jones
Questions & answers
Where is the Edward Jones office in Carleton Place?
At 1 Costello Drive, Unit 7, Carleton Place, ON K7C 0B4. It is open Monday to Friday from 9:00 a.m. to 4:30 p.m. and closed on Saturday and Sunday. The phone is (613) 253-7708; the fax is (877) 323-1798.
Who works at the Carleton Place branch?
Two financial advisors are listed at that address on the Edward Jones Canada site: Danette Hanneman and Rebecca A McElravy. Both of their pages name Sierra Monaghan as the branch's Client Experience Specialist.
What can they help with?
The focus areas the two advisors publish are retirement savings and retirement income strategies, estate and legacy strategies, intergenerational planning, wealth strategies, sustainable investing, business owner considerations and divorce finances.
How does a first meeting work?
Edward Jones sets it out in four steps: you share your contact details on an advisor's profile page, the advisor reaches out to set up a complimentary consultation, you meet in person or virtually to discuss your goals and investing style, and the advisor then opens your account and sets up your online access.
Is Edward Jones regulated in Canada?
The Edward Jones Canada site carries the marks of CIRO, the Canadian Investment Regulatory Organization, and of the Canadian Investor Protection Fund, of which it is a member, and links to the CIRO Advisor Report where you can look an advisor up.
Part of the UAFest Family
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Edward Jones already has a stall
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