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Bartosz Glodek, Financial Advisor

FINANCIAL ADVISOR
Bartosz Glodek

CFP®, CIM®
1990 Fort Street, Suite 106, Victoria, BC V8R 6V4opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Intergenerational planning
  • Wealth protection strategies
  • Wealth strategies

About Bartosz

As a financial advisor, I primarily work with professionals approaching retirement and at retirement. Whether you are saving for retirement, selling a property, receiving an inheritance or planning your own estate, I am here to help.

Many professionals have been saving over the years, have a group plan or pension plan at work and did well in the real estate market, but do not have clarity where they stand financially and how much they can expect to have at retirement. As a financial advisor, I believe every Canadian deserves to have that clarity through a financial strategy. You can reach...

Work History

  • Edward JonesJune 2017 to Current

Education

  • SGH Warsaw School of EconomicsMasters
  • SGH Warsaw School of EconomicsMasters

Personal Interests

  • Traveling
  • Active Lifestyle
  • Sports Enthusiast
  • Soccer
  • Running

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 03:30PM
Tue 07:30AM - 03:30PM
Wed 07:30AM - 03:30PM
Thu 07:30AM - 03:30PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(250) 658-4665

Fax

(866) 607-5335

Office Address

1990 Fort Street
Suite 106
Victoria, BC V8R 6V4opens in a new window

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My priorities

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Setting your path

We use an established process to help you reach your goals.

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