As an Edward Jones financial advisor, I strive to ensure my clients feel heard. With over 8 years of experience in the financial industry as a Financial Advisor and manager; I understand everyone has a unique story. I pride myself in helping people achieve their goals, from planning for retirement to saving for college and university to protecting their financial future.
I enjoy working with people who are serious about their finances and who appreciate steady, proactive guidance. My philosophy is to be diligent, pragmatic and to follow a well-thought-out, long-term plan to reach my clients’ goals. I explain the financial world in terms everyone can understand, so my clients will always know why I suggest a specific strategy, what to expect from it and how much it will cost them.
I am passionate about making a difference in people’s lives, whether that’s helping out with a community food drive, being active in my local church or simply just doing things that make people feel valued. I was born and raised in Nassau, Bahamas, but moved to the Niagara Region at the age of 17 to pursue a post-secondary education. I fell in love with the area and decided to make it my home. I currently live in Welland with my wife Randee, our daughter Nora and cat Koko (named after the late great Kobe Bryant).
When I'm not in the office I can usually be found watching and cheering on my favorite sports teams, walking different trails in the Niagara Region and spending time with my family and friends.
I would love to work alongside you to develop specific strategies to help you achieve your financial goals. Connect with me today!
- Divorce Finances
- Education Savings Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Employee Stock Options
My Personal Interests
- Community Outreach
- Sports Enthusiast
Office Address3818 Main Street (Chippawa)
Niagara Falls, ON L2G 6B2 opens in a new window
Phone NumberBernard S Cooper at (905) 295-1802
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