I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honour to help my clients organize, plan, protect and transfer their wealth.
I love the personalized approach that is so ingrained in the Edward Jones philosophy of how financial advice should be delivered. Even in today's high-tech world, people crave human interaction and machines cannot do what humans can - and that is to care, to empathize and to be there in times of great joy and great concern. The key to successful investing is to develop a strategy now that can help you reach your future goals. We work extensively in meeting the needs of individual investors by helping them map out long−term investment strategies.
Outside of the office, I can be found gardening, playing the piano, hiking, or bringing my two sons to and from their hockey games or soccer practices.
My branch office administrator, Kim Brown, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to her.
We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face to face meetings (or Zoom), convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.
- Retirement Savings Strategies
- Wealth Protection Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
My Personal Interests
- Personal Fitness
Phone NumberAllison R McCullough at (250) 635-8806
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