A lesson I learned growing up that has made a very big impact on my life is the difference between a want and a need. For those that know me, it is perhaps no surprise that I chose a career as a financial advisor.
Prior to starting my career with Edward Jones in 2012, I took some time to travel to more than 40 countries before finishing my Commerce degree from the U of A with a double major in Finance and Economics. As my practice grew, I continued my professional development and earned my CFP® certification in 2019.
My wife and I live in the west end of Edmonton with our son Dexter and our dogs Murphy and Mildred. When we aren't in the River Valley chasing our dependents, you can find me tinkering around our yard or challenging myself with a new recipe or gadget in the kitchen.
Prior to joining the office in early 2015, Jen also completed her Commerce degree from the U of A and had a lengthy career in public administration, focusing on client service. She has spent the last almost 10 years raising her 2 kids as a single parent while working closely with our clients here in the office for more than half that time!
Nothing matters more to us than you. As your Financial team, Jen and I will get to know you and your family in order to create a financial strategy that’s right for you. Our goal is to have a strategy in place to help you make sound financial decisions, to ensure your current and future cash flow is optimized, and to ensure your investment strategy aligns to your personal investment philosophy. We will provide ongoing advice to help you balance your short term needs with your long term financial goals, while also helping you prepare for any possible unexpected turn of events by communicating proactively and stress-testing your plan.
Deciding who to work with isn't an easy decision. Please give us a call at 780.459.2200 so we may introduce ourselves and have a conversation. Before we start working with anyone, we want to make sure it's a good fit for all.
- Retirement Savings Strategies
- Socially Conscious Investing
- Wealth Protection Strategies
- Business Owner Considerations
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Outdoor Enthusiast
Phone NumberAdam J Klauwers at (780) 459-2200
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
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