When I was a young man, my biggest passion was water kayaking and mountaineering. This led me to lead several expeditions in remote places in the world, and one thing that I learned is that trusting, knowing the person you are with, and having a plan in place are key elements to succeed. I chose Edward Jones because its philosophy resonated with my own. Building strong relationships with my clients and having a financial strategy is the foundation of my work.
As a Financial Advisor, I believe it is important to invest my time to get to know you and understand what you are working toward before making any investment decisions. By working with me, you will gain peace of mind knowing that the advice and recommendations you receive are tailored specifically to meet your needs and are in your best interest.
Whether you are investing for retirement, looking to grow your net worth, saving for child's education or trying to protect 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. And we are not alone! we have a team of thousands of people and advanced technology supporting our office so we can help ensure you receive the appropriate advice and guidance. Throughout it all, we are dedicated to providing you a top-notch client service.
When I am not in the office, I enjoy spending my time mountain biking or skiing with friends, going rock climbing with my wife and when possible, visiting my parents back in Mexico. I also believe in giving back and I enjoy volunteering for organizations that seek to protect the environment and help the less fortunate.
There is no better time to start planning for your future than now. Being originally from Mexico, I have the pleasure to work with individuals and families from Latin America that seek to set their roots in Canada - I look forward to getting to know you!
- Wealth Strategies
- Retirement Savings Strategies
- Education Savings Strategies
- Business Retirement Plans
- Wealth Protection Strategies
- Socially Conscious Investing
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