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Chantal Diaz, Financial Advisor

FINANCIAL ADVISOR
Chantal Diaz

CEA®, MFA-P™
3975 Lakeshore Rd, Suite 204, Kelowna, BC V1W 1V3opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Charitable giving
  • Employee stock options
  • Wealth protection strategies
  • Sustainable Investing
  • Estate and legacy strategies

About Chantal

I have been working as financial advisor with Edward Jones since 2016 and I have vast knowledge of the financial services industry and what it takes to grow a successful business. I have 14 years of experience working in financial-related fields and 20+ years as an entrepreneur. Early in my career, I travelled to Canada and the U.S.A with responsibility to monitor banking, payroll, and inventory for a network of offices. I have run various small businesses from home while my children were young.

My mission is to provide my clients with an unprecedented level of personal attention. I'll be...

Work History

  • Edward JonesJuly 2016 to Current

Personal Interests

  • Culinary Arts
  • Fine Dining
  • Camping
  • Gardening
  • Health & Nutrition

Team Members

  • Cheryl Clark
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Phone

(250) 764-7088

Fax

(855) 261-2964

Office Address

3975 Lakeshore Rd
Suite 204
Kelowna, BC V1W 1V3opens in a new window

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My priorities

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Setting your path

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