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Alex Balodis, Financial Advisor

FINANCIAL ADVISOR
Alex Balodis

1278 St. Clair Ave W, Unit#9, Toronto, ON M6E 1B9opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Business owner considerations
  • Intergenerational planning
  • Estate and legacy strategies

About Alex

When the stock market fluctuates, there are often conflicting headlines, all with different advice. I help clients cut through the noise and understand how it relates to their own portfolios.

Portfolios are more than a collection of investments. Each one is the result of partnering with a client to define unique goals and create measurements to make sure we stay on track. Then we can consider financial decisions in relation to those goals. Take a new car, for example. How will that impact your goal of early retirement? We'll balance today's priorities with tomorrow's goals.

At Edward Jones, we believe that...

Work History

  • Edward JonesOctober 2014 to Current

Team Members

  • Rona Gutierrez
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(416) 651-2136

Fax

(888) 715-7493

Office Address

1278 St. Clair Ave W
Unit#9
Toronto, ON M6E 1B9opens in a new window

More to explore

My priorities

What are your priorities?

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

Take the quiz

Setting your path

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

Learn More