I consider myself incredibly fortunate that my interest in finance combined with my passion for helping others have come together in my role at Edward Jones as a Financial Advisor. I get to spend each day helping my clients see their futures more clearly; to look ahead to their retirement and envision the possibilities, to plan for their children to pursue secondary education debt-free, and to develop strategies and set goals to achieve the future of their dreams.

What stands out to me most about our firm is the Edward Jones' philosophy - we put you first and truly care about what's important to you. This is key when it comes to investing; I believe you deserve attention that's as personal as your financial needs. That's why I enjoy creating close connections with my clients and you'll see firsthand the difference in the firm's client-focused philosophy when we meet.

Building on an established process, we will work together to take seemingly overwhelming financial wants and needs and simplify them. Whether you're planning for retirement, participating in charitable giving, saving for post-secondary education for children or grandchildren, or protecting the financial future of the ones you care for the most, we will work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I'm dedicated to you.

I was born and raised here in Kamloops. I moved back in 2017 with my husband, Mike, and our two daughters. When I'm not working, we've got a busy home with our girls and our dogs. As a family, we enjoy fishing, skiing, boating, biking - any fun family activity that gets us outside to enjoy this beautiful part of the country.

I'd love the opportunity to tell you more about Edward Jones and how I can help you achieve your life goals through personalized service and solutions tailored to your specific needs.

Our branch is a team, and I am only one part of it. Leslie Potoroka is the Senior Branch Office Administrator. She is extremely client centered and always happy to help. When not at work, she likes spending her time with her husband and family, working in their yard, and taking time to pursue artistic hobbies.

We would love it if you would give us a call to see if we can help.