There's a difference between simply investing and having an investment strategy. One focuses strictly on markets and returns, while the other uses investing not as a goal in itself, but as a means to an end. An investment strategy is a roadmap toward your goals – perhaps a chosen lifestyle, a comfortable retirement or financial freedom.
As an Edward Jones financial advisor, I work in partnership with each and every client so that the financial roadmap we build is personalized to get you where you want to go, as quickly and efficiently as possible. I take a holistic approach, considering all aspects of your life and finances to make sure they are working with (not against) each other.
Building a strategy is not a one-and-done event; it's a long-term endeavor that should evolve as your life does. So, I'll work with you over the years to help you stay on track and stay focused on your goals, not the noise in the media or the latest buzz on the street.
I enjoy partnering with individuals and families who are serious about setting and working toward goals. Together, we'll make sure we've considered everything that matters to you. I appreciate having open and honest discussions that allow you to comfortably ask questions and understand my recommendations so you can make informed, sound decisions with your money.
I have 16 years experience in financial services, previously with Scotiabank and ScotiaMcLeod; I joined Edward Jones because our values are so in sync. Backed by thousands of people and advanced technology from our home office, I can serve clients one-on-one from a branch right in the heart of my community.
After living in Kelowna for over 14 years, I moved to the Lower Mainland and then to Kamloops for 5 years, and was delighted to move back to the Okanagan Valley, which I know and love. My fiancé and I enjoy exploring the beauty around us – camping, bike riding, hiking, kayaking, snowboarding or visiting any one of the scenic wineries and craft breweries.
My Personal Interests
- Outdoor Enthusiast
Phone NumberChad Dux at (250) 712-9438
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