Prior to becoming a financial Advisor with Edward Jones I worked 17 years for Alberta Power Limited (now ATCO Power) as a Division Administrator and Project Leader, followed by 12 years as a sales and marketing consultant. The key to success in these roles was customer service and marketing expertise, coupled with accounting, planning and organizational skills.
When the opportunity to become a Financial Advisor with Edward Jones came along, I saw it as a wonderful opportunity to help people navigate the confusing world of investing and realize the maximum benefit of their lifetime of hard work culminating in the retirement that they dreamed it would be. My own family had already benefitted immensely from the deceptively simple but hugely effective approach of Edward Jones to building financial strategies.
I take the time to truly listen to my clients to understand their goals and clarify their current financial situation and provide an honest assessment of their goals and the probability of success. I then construct a personalized comprehensive financial strategy based on realistic goals and the right investments to achieve those goals. Once the plan is implemented, I maintain regular contact updating the client on the performance of their portfolio and if they are on track to achieve their goals. Since life and goals are always evolving, we will discuss those changes and modify the strategy as required.
Outside of the office I enjoy spending time with my wife, three children and especially with my three grandchildren. In addition I serve on the board of a local private school and I also enjoy helping out with food drives for the Edmonton Food Bank.
I am grateful for the opportunity to serve the many wonderful people who have chosen me as their Financial Advisor and I look forward to building new relationships in the future.
Office Address4018-50th Street
Edmonton, AB T6L 5N3 opens in a new window
Phone NumberBerkley L Boutcher at (780) 463-3443
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