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David Carroll, Financial Advisor

FINANCIAL ADVISOR
David Carroll

32 Riverglen Drive S. E., Calgary, AB T2C 4L5opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Business owner considerations
  • Intergenerational planning
  • Estate and legacy strategies

About David

As a financial advisor, I will partner with you to discover possibilities and prioritize what's most important to you. When we work together, we'll start by focusing on your goals – so I have an understanding of your unique values and dreams for the future.

As I build a financial strategy around your goals, I'll explore the realm of investment possibilities. Since Edward Jones has no proprietary products, we are free to explore the world of investments that best meet your needs. It's just one way I put my clients first.

I believe that financial advice should be accessible and transparent, enabling...

Work History

  • Edward JonesJanuary 2022 to Current
  • Royal Bank of CanadaOctober 2018 to January 2022

Personal Interests

  • Art & Theater
  • Astronomy
  • Fishing
  • Movies & Entertainment
  • Football

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(403) 257-2585

Fax

(877) 335-9353

Office Address

32 Riverglen Drive S. E.
Calgary, AB T2C 4L5opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More