At Edward Jones, our team values personal relationships based on a deep understanding of your unique financial needs. We work with clients across the entire country offering a goals-based approach to assist clients. Our services include: investment strategies, estate planning, insurance solutions, education savings, and retirement strategies.
I joined Edward Jones as a financial advisor in 2008 and hold both a Certified Financial Planner (CFP®) and Fellow of the CSI (FCSI®) designation.
I am a graduate of the Ivey Business School at Western University with an Executive Masters of Business Administration (MBA) degree. I also attended McMaster University for undergraduate studies graduating with an Honours degree in Science and minor degrees in Business, Accounting, and Finance.
In 2015, I was fortunate to become a limited partner within Edward Jones and am a member of a regional leadership team responsible for growth and hiring in Southern Ontario.
Our team provides a highly personalized service to each client and often includes other professionals such as tax or legal professionals to help our clients reach their unique goals and needs. Complete online access, web conferencing and other technology platforms are also available to customize the best possible client experience.
We commonly invest in blue chip stocks, ETF's, funds, corporate bonds, GIC's and money market instruments. As a Full-Service Investment Advisory firm, we are not restricted to sell any investment product or service, and work exclusively for the benefit of our clients.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Socially Conscious Investing
Phone NumberChris Bozza at (905) 934-6922
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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