It's never too early to start building wealth. In fact, the sooner you begin, the greater opportunity you have to let your money work for you.
Building wealth is not about finding the right product or the right stock. When we put in the time to build a long-term financial strategy, it is about making a lifestyle choice. The very first thing we'll do is explore the question, "What do you want your money to do for you?" Because without goals, you're letting your available money drive your lifestyle. Wouldn't you rather set a lifestyle goal and take the financial steps to get there?
In addition to your goals, we'll want to consider your comfort with risk, your opportunities and your challenges. These are the elements that will guide the financial roadmap we build and allow you to make informed decisions about your money, especially when there's a hot new stock or a sudden market drop.
In my role as financial advisor, I am privileged to help people in their early and mid-working years. Goals often change as life changes – new job, new home, new child – which is why I commit to staying by your side for the long-term. That way, we can adjust your financial strategy to still fit your needs.
Before joining Edward Jones, I worked at Scotia Bank. One of the reasons I chose Edward Jones is because we are not limited to a set group of investments to consider. Instead, I can search all types of products and services to find just the right one for your situation, your family and your future. I'm honored to be able to serve clients in this community because it's my own heritage, having grown up in Newmarket, Ontario.
Working together, I can help you develop a complete, tailored strategy to help you achieve your financial goals, while guiding you towards financial freedom.
- Retirement Savings Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Education Savings Strategies
My Personal Interests
- Community Outreach
- Sports Enthusiast
- Health & Nutrition
Phone NumberAndrea Romano at (905) 726-9976
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