I have more than twenty-five years' experience in finance and strategic planning. I'm most proud of being recognized by my peers and my clients for my clear and effective communication style and my ability to articulate complex topics in simple language.
I have a passion for sharing knowledge and creating strong relationships with my clients through education and pro-active, personalized consultation. My practice is founded on strategic financial planning and preparation for milestone events such as retirement, major purchases, marital transitions, higher-education and estates.
I thoroughly enjoy the rewards of philanthropy, continually striving to contribute to and advance my community. When I'm not serving clients, I enjoy sailing, music and reading. I have raised five children, now young adults, and value both the importance of family and the experience of navigating life's transitions.
I graduated from the University of Saskatchewan with Bachelor degrees in Arts (French Major), Commerce (Finance) and a Masters of Business Administration. I hold licenses and training to support a full service investment practice, including equities, bonds, GICs and insurance products. I became a Edward Jones Limited Partner in 2018.
Office Information
Phone Number
Barbara A Armstrong at (250) 384-8722- Yavette Wood
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sun | Closed |
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- Yavette Wood
- Sr. Branch Office Administrator
Branch Team
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