As a financial advisor with Edward Jones, I am pleased to serve the community for over 17 years. You'll notice the Edward Jones difference right away. My office team consists of myself and my office administrator Annik Alvarado who has over 20 years experience with Edward Jones and is dedicated to providing you with the highest level of service possible. Supporting our office is a team of professionals and strategists in our home office who are dedicated to developing the advice and guidance designed to help you reach your goals. I welcome the opportunity to work with your lawyer and accountant and to deliver a comprehensive strategy that leverages everyone's expertise.
I partner with my clients to understand what's important to them, their family and their specific situation and to develop specific strategies to achieve those goals. We believe in following a five-step approach to meet your financial needs and goals. Using these steps, we can better understand the value you place on each financial need.
Our firm is built to deliver personalized service. We've been helping Canadians reach their long-term goals for more than 25 years. We offer numerous investments including retirement, paying for education, estate considerations and protecting your assets with life insurance.
When I am not assisting clients with their financial needs, you can most likely find me and my wife Sandy on the ski trails. My office has sponsored and volunteered in activities such as hanging of the Christmas lights in the Village Square Park, 9 Run Run and fundraising for Tysen's Mission to a Million.
For a complimentary, no obligation consultation, please contact me at 613-831-8028 or [email protected] or Annik at [email protected]
Office Address1300 Stittsville Main Street
Stittsville, ON K2S 1A5 opens in a new window