Work History
Edward Jones
Edward JonesJanuary 2009 to Current
FINANCIAL ADVISOR
David Friesen
85 Willis Way, Suite 114, Waterloo, ON N2J 0B9opens in a new window
Focus Areas
- Retirement income strategies
- Wealth strategies
- Business owner considerations
- Business retirement plans
- Intergenerational planning
- Estate and legacy strategies
About David
Welcome!
I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honour to help my clients organize, plan, protect and transfer their wealth.
As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's story. And it is, of course, important for you to learn about me as well.
This is my story.
Outside of work, I love spending time with my family. With help from my wife Mary, we have three...
I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honour to help my clients organize, plan, protect and transfer their wealth.
As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's story. And it is, of course, important for you to learn about me as well.
This is my story.
Outside of work, I love spending time with my family. With help from my wife Mary, we have three...
Work History
Edward Jones
Edward JonesJanuary 2009 to Current
Personal Interests
- Spending Time with Family
- Swimming
Team Members
Sylvia BairdSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
WaterlooMore to explore
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