As an Edward Jones financial advisor, there isn’t a better time than now to help guide Canadians with a clear, structured portfolio with a time-focused goal in mind that is both attainable and achievable. I believe it’s important to invest my time to understand what you’re working towards before you invest your money. It’s also important to understand the level of risk you’re comfortable with accepting when investing, so we can structure it with the tools necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for your loved ones education, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you the best in client care.
We’re also not alone. A dedicated team of chartered analysts and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Phone NumberColt Borthwick at (250) 391-1308
|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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