The relationship we build with each other – and the trust that evolves – is the foundation of our work together. It is, after all, your hard-earned money, your goals and dreams, and your family we're talking about. We'll explore the things that matter most to you, take a look at where you are and map out a path to where you want to be.
I chose to join Edward Jones because our values mirror each other. Priority #1 is our clients. As a partnership, we have no stockholders to please – only our clients. And our approach is relationship-based and holistically focused – What is the big picture? How do we balance short- and long-term goals? How do we both build your wealth and protect it?
Perhaps the most common goal among clients is retirement. It's a major transition and often a time of apprehension. I've worked side-by-side with many clients to ease the transition, from answering questions about the level of savings to restructuring the portfolio for an income stream. Whether it's retirement or another goal, we'll meet regularly to stay on track. Our priority is what makes sense for you, regardless of what the media touts as the trendy new investment.
In hindsight, I was destined to help clients set and reach their goals. As a child, my father preached saving for the future. In university, my finance class connected math concepts to the impact of money in our lives. And 23 years ago, I took a job as a bank teller, which kindled my interest in helping people manage their money. Since that time, I've served in financially-focused advisory roles.
My husband and I have four children ranging in ages from 12 to 28. We've lived in the area for the past 23 years. When I have a free moment, I grab a good book.
- Business Owner Considerations
- Education Savings Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Wealth Strategies
My Personal Interests
Office Address155 Main Street
Delhi, ON N4B 2M1 opens in a new window
Phone NumberDana Hicks at (519) 582-4159
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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