I believe that knowledge really is power. The more you know about your portfolio – what's in it and how it serves your family and your goals – the more you are taking an active role to control your own financial situation. And that's power!
After we spend time together so that I can understand the things you value, the future you envision and the challenges you face, I can create a financial strategy designed to meet your goals. I'll explain my recommendations, the options and any trade-offs so you have what you need to make informed decisions about your money.
Different stages in your life require different strategies. Whether you're building your wealth, transitioning into retirement or living on a fixed income, we'll adjust your strategy. All along the way, we'll include ways to protect your wealth and prepare for unforeseen market or personal crises. We'll explore the need for estate consideration and tax-efficient strategies so that your money goes to the people you care about.
When we work together, you'll get to know our branch office administrator, Trish Van Vianen quite well. She's meticulous about organization and detail, and she's friendly and fun to be around.
I've always been interested in the value of saving and investing. It paid off when I was able to buy my first apartment in my early 20s. The financial confidence I felt is something I want to help clients achieve. Between Trish and I, and the world of resources behind the scenes at Edward Jones, my branch is equipped to deliver.
On a personal note, my wife and I love having a full household. We have four children (and one on the way), a golden doodle and a calico cat. We moved to Penticton several years ago, purposefully choosing this community because of the outdoor lifestyle, nearness of relatives and the ideal environment to raise our family. We are here for life.
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
Phone NumberAnthony Haley at (250) 492-3370
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|