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Dave Freeman, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Business retirement plans
  • Estate and legacy strategies
  • Retirement savings strategies
  • Wealth strategies
  • Intergenerational planning

About Dave

I really enjoy helping my clients achieve their important financial goals. I find it a challenge to get to understand what's important to each client and then partnering with them to build strategies for making dreams reality.

I'm most proud of the work that my Senior Branch Administrator Susan and I do for our clients. The three types of clients that I most love to help are:

- Clients that are approaching retirement to ensure that they are financially (and emotionally) prepared for the "next chapter" in their lives
- Clients that are in retirement to ensure that they never run out...

Work History

  • Edward JonesApril 2003 to Current

Education

  • University of WindsorBachelor of Business Admin

Personal Interests

  • Golfing
  • Hockey
  • Reading
  • Cooking
  • Cycling

Team Members

  • Susan Desjarlais-Regnier
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More