I joined Edward Jones after a 25 year career in the Canadian Banking industry. I worked in several areas of the industry, but most enjoyed when I was working face to face with clients, and helping them achieve their goals.
I came to Edward Jones looking for a place to work with clients to help them achieve their financial goals and dreams for their families, as they go through their life cycle.
Edward Jones has allowed me the freedom and provided the support that Julie (my assistant) and I have required to build the business over the past 16 years. Julie has been, and is a key part of the team, as we have grown, and evolved.
The financial services industry has seen immense change, and being part of the 40,000 associates at Edward Jones has been a privilege. Edward Jones is the largest Partnership in the world, with over 25,000 of the associates being owners as Limited Partners. Julie and I are proud to be Limited Partners.
Being partners and owners of Edward Jones adds a different dimension to the way we approach our business. The Edward Jones philosophy is we recommend our clients hold quality investments in a diversified portfolio for the long term. We truly value our clients, and tremendously enjoy the relationships we have formed with them.
I am married to Leila, and we have 4 adult children and 6 grand children.
British Columbia has been home to us for the past 23 years after we moved from Winnipeg. We, (mostly Leila!) are busy with the grandchildren. Life has been good to us, and we enjoy our family and blessings every day.
- Retirement Savings Strategies
- Business Owner Considerations
- Wealth Strategies
Phone NumberBrian Moist at (604) 582-3040
|Mon||07:00AM - 03:00PM|
|Tue||07:00AM - 03:00PM|
|Wed||07:00AM - 03:00PM|
|Thu||07:00AM - 03:00PM|
|Fri||07:00AM - 03:00PM|
- Web Conferencing
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