We focus on working with people who are looking for detailed guidance and support for their finances. Whether it be the sale of a property or business, going through a separation or divorce, preparing for retirement, or receiving an inheritance, we help people who are experiencing some kind of financial transition in their life.
Working with us can be summarized in three parts: First, we take the time to get to know our clients on a personal level to understand what they are going through, what they need, and what is most important to them. Then, with access to all of the resources of Edward Jones, we use an established process to create personalized and detailed strategies designed to address those needs. Finally, because things change over time, we partner with our clients for the long-run to ensure everything stays on track.
Planning, guidance, and oversight is at the center of my role as a professional advisor. That's why I attained the CFP® certification; so that I can provide the technical knowledge required to effectively guide my clients through the changes affecting their finances.
Sandra Carreiro is the Branch Office Administrator, and she is dedicated to providing our clients with the highest level of service possible. She can be called on for appointment bookings, copies of statements or tax slips, or account questions in general.
Born and raised in Ottawa, I lived in Kingston for 11 years before relocating to Milton in 2015 to be closer to my family. As well as being a full service Financial Advisor, I also sit on the Board of Directors with the Community Foundation of Halton North (CFHN), am the President of the Halton Scotch Whisky Society, and a lover of Formula One. I live in Milton with my wife, Ami, and our 5 year-old son, Dean.
If you're experiencing a financial transition like those listed above, and would like more details on how we can help, please feel welcome to contact us. We look forward to speaking with you.
- Retirement Income Strategies
- Divorce Finances
- Intergenerational Planning
My Personal Interests
- Auto Racing
- Personal Fitness
Phone NumberDavid J Illingworth at (905) 864-9912
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