While I was studying Finance at Brock University, I fell in love with this business during a co-op placement working with a Financial Advisor. Since then, I have spent the subsequent 10 years working in the financial services industry gaining experience and credentials such as earning the Certified Financial Planner (CFP®), Canadian Investment Manager (CIM®), and Personal Financial Planner (PFP®) designations. The bulk of my experience prior to joining Edward Jones was working with the big banks, where they weren't adequately equipped to serve the more complex needs of business owners, executives, and professionals such as physicians, dentists, pharmacists and lawyers. This brought me to joining Edward Jones where I would be able to fully serve and provide completely unbiased advice to these complex clients.
Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through university, making sure you've saved enough for retirement, leaving something for your heirs, or something else? I can help you prioritize your needs and define your goals.
I partner with my clients to understand what's important to them, their family, and their specific situation. I use an established process so they understand what is required in order to achieve their financial goals. For example, preparing for retirement, living in retirement, preparing for the unexpected, and education savings. I take the time to explain what we are doing and why. Through the years, we partner together for the long term to ensure that they stay on track.
I would like nothing more than to help you to develop a strategy to help you reach your own personal goals. Please contact me to discuss your situation and options.
- Retirement Savings Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Retirement Income Strategies
- Divorce Finances
My Personal Interests
- Health & Nutrition
Office AddressBayview Village Shopping Cntr
2901 Bayview Ave, Suite 206
Toronto, ON M2K 1E6 opens in a new window
Phone NumberAndrew Porteous at (416) 733-8120
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