This comes as a surprise to some, but when we start working together, we don't talk about investing - we talk about you. I want to know about your family, your dreams, your values, your worries and so much more. It's the only way I can build a financial strategy that is tailor-made.
We'll review any government benefits or pensions you have and look where we may need to fill in so you can feel completely secure in your future. I'll search the world of investment options to find what is right for you - they may include stocks, bonds, mutual funds, exchange-traded funds, GICs and more. Since we have no proprietary products at Edward Jones, we're not bound by a restricted set of options.
Our work together doesn't stop when you have a written financial strategy. We'll partner for the long-term to help you stay on track - sometimes the most challenging part. As things in your life change, as markets swings pressure your investments or as a hot new stock tempts you, we'll work together to review, adjust, refine - to make decisions based on how they impact your ability to reach your life's goals.
With service as our mantra, we are purposefully a small office here in the community where our clients live and work. I myself am a 40-year resident of the area. Branch Office Administrator, Laurie Marshall and I have worked as a team serving clients for 15 years. When you call the office, one of us answers, and you have the confidence that you're talking to someone who has come to know you well.
Before moving into my current role, I was an engineer and project management director. There are surprisingly many similarities in the work - understanding where we are going, what the goals are, analyzing the risks and options, and setting a plan for getting there.
Phone NumberBob Jamieson at (613) 526-3030
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