I grew up on Vancouver Island before serving our country as an officer and pilot in the Air Force. Early on in that career, I committed to a lifelong journey of helping others by focusing on what was important to them and learning how to help them meet their needs. A few years ago, my family and I returned to the island to make our home here in the Comox Valley, and I now proudly serve our community as a financial advisor.

Edward Jones has been serving clients for nearly 100 years and is now one of the largest investment firms in North America. Our clients are the central focus of everything we do, and we continue to evolve to meet their needs. We have an established process developed throughout our history, and our clients benefit from the thousands of associates and advanced technologies working on their behalf. Despite the size of the firm, our clients enjoy a personal relationship with an advisor, and an administrator, in branch offices located within our communities.

My office is in the Harbour View Centre near the marina and legion, in beautiful down town Comox. I work closely with Paulette Jalbert, my Branch Office Administrator, and together we truly value the relationships we have with our clients and community. Our practice is focused on advising clients who are serious about planning their retirement and helping them to enjoy the life they have worked hard for. Often, this includes developing strategies to ensure that those who are important to them are well looked after as well.

We are always interested in meeting people who might benefit from what we do. We begin with a friendly conversation to help us to learn what is important to you and to see if we might be a good fit. If you would like to meet with us, please do not hesitate to contact our office and Paulette will arrange an introduction.