I am an Edward Jones financial advisor today because I did for myself what I now do for clients. I looked at where I was and set goals for where I wanted to be. Then I followed a plan to make that happen. It took me out of behind-the-scenes roles in financial services and into my own branch doing exactly what I want to be doing – working face-to-face with clients every day for the past 14 years.
Sometimes investors expect that our first discussions will be about buying and selling stocks. I don't work that way. First, we'll spend quality time talking about everything in your life – your dreams, your needs, your challenges, your situation. The portfolio, while it's hugely important, is the last thing we talk about – because the portfolio needs to be personally tailored to your entire picture for it to make sense. It needs to plan for the future you've envisioned and also prepare for unexpected challenges. I'll spend time executing our strategy to track it and, as we work together over the long-term, to provide advice on changes and enhancements.
My practice is well suited to work with multiple generations of families, which often includes business owners. It's our level of service and the full range of support that makes the difference. I work not only one-on-one with you but also as needed with your accountant to consider your tax situation and with your attorney to develop your estate plan. We want to manage your financial situation so you get what you want.
Our branch team includes Sr. Branch Office Administrator Lesley Merkley and me. We pride ourselves on being knowledgeable, professional and organized. Our goal is to make sure you receive the highest quality service so that you feel informed and secure in your future.
On a personal note, I've lived in Guelph for 14 years. My family and I take advantage of Canada's great outdoors whenever we can, whether its on the water in the Summer or through the myriad of winter activities.
- Business Owner Considerations
- Wealth Strategies
- Wealth Protection Strategies
My Personal Interests
- Health & Nutrition
- Personal Fitness
Phone NumberChris Sievert at (519) 576-8790
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