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Adam Ballard, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Sustainable Investing
  • Business owner considerations
  • Estate and legacy strategies
  • Retirement income strategies
  • Wealth protection strategies

About Adam

At Edward Jones, everything starts with a vision. Founded over a century ago, our firm was built on the vision of improving lives through partnership, a philosophy that still drives us today. We work closely with people, using time-proven strategies to build purposeful plans that help them achieve the life they envision.

I was born in Port Alberni in 1986. My family moved to Victoria when I was three years old, where I grew up. In September 2023, I moved back to the Valley with my supportive partner, Susan, and our daughter, Riley, to join my mother, Suzanne Dubé, in the...

Work History

  • Edward JonesJune 2023 to Current

Personal Interests

  • Hiking
  • Fishing
  • Music
  • Swimming
  • Stamp Collecting

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

More to explore

My priorities

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Setting your path

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

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