The first time I visited Canada, I knew I wanted to settle down here. So, I returned to my home country of South Africa, completed my MBA, said "I do" to the love of my life, then formally immigrated to Canada, joining a global CPG giant in Mississauga.
It was not too long after that when Edward Jones approached me to discuss an opportunity which presented me with the ability to integrate my passions and interests into my day-to-day job and continue this causes that I am so passionate about.
I provide to financial services to businesses and individual investors who are primarily in, but not limited to, the IT, Sales and CPG sectors. I am pleased that my clients recognize what they want, they value the advice that I offer, and they respect and are committed to the conservative long-term approach of investing to reach their financial goals.
I continuously seek new opportunities and develop highly effective personal, individual and business relationships with these associates in order to keep them advantageously positioned in the market and effectively represented in each milestone.
I also have an affinity for improving the lives of people and families of persons with disabilities. This was a result of the exposure to my mom’s life-long career in Special Needs Education. So amongst others, I :
• Joined several voluntary and charitable causes in different parts of the globe.
• Wrote a thesis about this subject matter.
• Established a NPO, that supported the training and advancement of persons with disabilities by promoting strategic and sustainable collaborations between academia, industry, and government.
My passions are driven by purpose, and my intent is to connect with people to provide highly personalized and effective goal based-oriented services. Relationships are key to this and the more I listen, the more I learn. I look forward to meeting with you, and your family to start establishing that relationship and working toward a lifelong connection.
- Special Needs Financial Considerations
- Education Savings Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Business Owner Considerations
My Personal Interests
- Auto Racing
Phone NumberAuden G O'Reilly at (905) 825-3751
|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|
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