As an Edward Jones financial advisor it is my goal to strengthen our Niagara community. Since 2017 I have worked with families and individuals to help them reach their specific financial goals related to: financing education and transportation, investing in real estate, navigating family planning, saving for leisure activities, and preparing for retirement. Financial literacy is an important life skill, and it is my passion to provide accessible education and guidance to my fellow community members so we can all make informed decisions.
Not only do I collaborate with my clients, but I am partnered with my Branch Office Administrator, Donna Raterink. Donna has been with Edward Jones for 22 years and is an exemplary role model of the dedication and passion that we share in guiding clients along their financial journey. Together, we specialize in providing a solutions-based approach to saving which asks:
1) Where are you today?
2) Where would you like to be tomorrow?
3) How do we get there?
4) How do we stay on track?
Currently, I live in Port Dalhousie with my partner Sylvia and our two Siberian huskies. Sylvia is a yoga teacher and an occupational therapist working in community mental health. We enjoy playing volleyball, rock climbing, and taking the dogs for walks along the beach. Our goal is to comprehensively support our community; whether it be through enabling financial freedom or caring for mental well-being, our passion is serving others.
If you trust that Donna and I can be of service to you and your family, please reach out so we can set up a time to discuss how we can support you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Record Collecting
- Rock Climbing
Mailing AddressUnit 5a
366 Bunting Road
St Catharines, ON L2M 3Y6
Phone NumberCalvin Bond at (905) 934-9376
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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