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Amy Tam, Financial Advisor

FINANCIAL ADVISOR
Amy Tam

CIWM
1 Av De La Fabrique, Suite 302, Vaudreuil Dorion, QC J7V 0X1opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Business owner considerations
  • Intergenerational planning
  • Estate and legacy strategies
  • Sustainable Investing
  • Charitable giving

About Amy

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Work History

  • Edward JonesNovember 2016 to Current

Education

  • Concordia UniversityBachelor of Commerce

Team Members

  • Jhonni El Kamar
    Sr. Branch Office Administrator

Send Me a Message

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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 By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(514) 695-6909

Fax

(877) 335-8719

Office Address

1 Av De La Fabrique
Suite 302
Vaudreuil Dorion, QC J7V 0X1opens 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.

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Setting your path

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

Learn More