For me, life is all about equilibrium, and I am a firm believer that a balanced life must include steady finances. Living life with a well-thought out, personalized financial strategy will make you feel more in control and give you clarity about where you are headed. In fact, I have seen firsthand how it can reduce stress and build confidence in my clients.
I have been an advisor with Edward Jones for a decade now, and the best part of my job is watching clients gain new insights into their finances. Using an established process, we will work collaboratively to understand your complete financial profile. I listen closely, ask questions and dig deeper to understand what's truly important to you. Together we will create a personalized strategy that is based on your specific goals. Whether that is saving for retirement, putting money aside for your children's education or protecting those you care about the most, the strategies that we develop will be specific to you. Along the way, I act as your partner, ensure you are on the right track, and course correct as needed.
Cynthia Starkey, my Branch Office Administrator, is an integral part of the team and truly one of the most optimistic and meticulous professionals that I know. Her ability to connect and bond with clients on a personal level, while also ensuring all of our “t's are crossed and i's are dotted“ is essential to our success.
My wife, Jeannette, and I moved to Toronto from Colombia more than 20 years ago and have been in the Ottawa area since 2008. We have three children and are soon to be “empty-nesters“. As a couple we enjoy yoga, meditation, exercise and being outside walking on our local trails. We like to be active and focus on living a healthy, vegan, sensible and balanced lifestyle.
If you'd like to learn more about how I can help you achieve financial stability through personal service and tailored solutions, I invite you to visit our office or call to set up an appointment.
Phone NumberAlberto A Carbo at (613) 254-7110
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