A strong financial strategy comes in handy when "life happens." It not only helps you reach your goals but also protects against unexpected events that could derail both your goals and your family's lifestyle.
I learned this lesson the hard way, but you don't need to. I'm here to help. As a long-employed engineer and project manager at Nortel, I found myself caught in its 2000-2009 progressive demise. I witnessed the experience personally, watched its impact on employees and the community at large, and tuned into the lessons of value investors such as Warren Buffett. I came away inspired to choose a profession of helping people put their plans for retirement back on track and, as a good engineer, with a margin of safety. I became a Financial Advisor in 2012 and never looked back.
Today with clients, I draw on the analysis and discipline from my 20 years in engineering to develop a strong portfolio that addresses your unique needs. And I feel strongly that a financial strategy be designed to weather any storm, whether it's a personal setback or market volatility.
I purposefully chose to work with Edward Jones for two reasons. First, the firm has no proprietary products, so I am free to objectively search the world of investments for those uniquely suited to your goals. And second, as a partnership, we do not answer to shareholders and quarterly earnings. Instead, our No. 1 priority is to our clients, and we are free to work 100% in your best interest.
My practice is well suited to serve individual investors, families and business owners. Joanna Konowalczyk, our Branch Office Administrator, and I are completely dedicated to delivering the service and support that helps you feel understood, informed, in control of your finances and secure in your future.
Nicole, my wife of 30+ years, and I have two sons. We enjoy outdoor adventures, some nice games with friends, good times with the family and like to keep the best memories with nice photographs.
- Retirement Income Strategies
- Retirement Savings Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Special Needs Financial Considerations
My Personal Interests
- Sports Enthusiast
- Movies & Entertainment
Phone NumberDaniel Valois at (613) 591-8165
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