David Carroll

As a financial advisor, I work in the field of possibilities that prioritizes what's most important to you. When we work together, we'll start by focusing on your goals – so we have a good understanding of the purpose for your money.

Then 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 for the ones that best meet your needs. It's just one way we put our clients' needs first.

I think I've always been destined for helping clients set goals, balance financial priorities and stay focused. While attending University, I learned the importance of saving and balancing my own financial priorities. In December 2000, I graduated with a bachelor's degree in Financial Management and celebrated this major milestone in my life. Today in my work, I get the same thrill when I can celebrate with a client who has achieved one of their goals.

I've been in the financial services industry since 2008 – on the banking side, the insurance side and now from my branch in Calgary. My clients have been individuals, multiple generations within families and business owners. I earned the PFP® designation in 2010, a leading credential for comprehensive financial planning in Canada. So, as I work with you, I have the experience to carefully build a well-rounded strategy and offer unbiased advice – whether it's for building wealth, protecting your assets and your family, or managing income in retirement.

On a personal note, my wife and I moved to Calgary in 2005. We enjoy the performing arts, and I'm an avid sports fan. Our two children keep us busy with their activities and sports. Weekends are spent enjoying time with my family and friends.

The possibilities for my family play prominently into my own financial goals. Now I'd like to hear about what matters to you. Call me to explore how I can help bring your possibilities to life.