Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Owner Considerations
  • Business Retirement Plans
  • Intergenerational Planning
  • Estate & Legacy Strategies

Personal Interests

  • Spending Time with Family
  • Swimming

Contact Me

To discuss working together, request a complimentary consultation:

All Fields Required
*I certify that I am the person identified in the above and I give Edward Jones permission to contact me by email or phone.

Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 04:30PM
Tuesday 09:00AM - 04:30PM
Wednesday 09:00AM - 04:30PM
Thursday 09:00AM - 04:30PM
Friday 09:00AM - 04:00PM
Saturday By Appointment Only
Sunday Closed

Fax

(877) 314-9380

Branch Team

  • Sylvia Baird
    Sr. Branch Office Administrator

Office Address

85 Willis Way
Suite 114
Waterloo, ON N2J 0B9
opens in a new window

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

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

Learn More