I am a financial professional who genuinely cares about the clients I work with and has an insatiable curiosity for all things financial.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for a specific goal, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also partner with you to monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
Our branch team is made up of myself and our Branch Office Administrator, Kerry Hamilton. Our goal is to provide a high level of service to each of the individuals, families and business owners we work with. Thousands of people and advanced technology support our office so we can help ensure you receive the most comprehensive guidance. In addition, we welcome the opportunity to work with your lawyer, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Regardless of your stage of life, if you are serious about working together to craft and implement financial strategies for your future, I am happy to meet with you and speak further to help you achieve what is most important to you.
I would also like to give a sincere thank you to all of you who have provided us with introductions to your family and friends. That is truly the highest compliment you can give us.
- Retirement Income Strategies
- Business Owner Considerations
- Wealth Protection Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Socially Conscious Investing
Phone NumberDavid Quance at (416) 531-7911
|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|
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