Through my entire career, I have been keenly interested in Business Management solutions and Investing Strategies. When I decided to switch careers and become a Financial Advisor, the move allowed me to implement my experience in meaningful ways with individual clients in the Greater Vernon Community. I have proudly served as a Financial Advisor with Edward Jones since 1997.
My clients are either transitioning to or living in retirement. They are serious individuals looking for guidance on building and retaining wealth. Many of their objectives include estate consideration and wealth strategies. I partner with my clients to teach them about the benefits of diversification and quality investments. We discuss their goals and risk tolerances. I then generate a personalized plan to achieve those goals.
I believe in educating my clients so that they have an understanding of how their investments are working for them. We discuss different market conditions to ensure that when the unexpected happens, they already have an idea of how it will impact their goals. I meet with my clients at a minimum of every 6 months to discuss changes in their lives and the impact those changes may have on their goals.
I am a member, and former President of the Kalamalka Rotary Club. I have also previously held positions as President of the Greater Vernon Chamber of Commerce and Director of Vernon Restholm. When I'm not volunteering, you will find me golfing, or with my wife spending time with our friends and family. We also enjoy traveling.
Our branch is comprised of both myself and the Sr Branch Office Administrator, Alena Strzelecki. Both Alena and I have worked together for 20+ years, we are a team. She is truly the backbone of the branch and makes our clients feel welcome. Together we strive to provide our clients with excellent service and care.
We would love the opportunity to talk about your goals and help you achieve them.
My Personal Interests
Phone NumberBruce R Shepherd at (250) 503-0663
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
More to explore
Find your financial Starting Point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Setting your path
We use an established process to help you reach your goals.Learn More