Our team works with executives, business owners and entrepreneurial families seeking organizational support building towards an orderly exit or an easeful transition. We afford our clients the luxury of simplicity through our comprehensive financial strategies.
Do you value innovative, thoughtfully-designed strategies grounded in multi-layered risk assessment? At Edward Jones, we embed risk assessment, due diligence and confidentiality within all our investment processes.
A sound financial strategy enables you to protect your financial well-being through natural and unexpected life changes, and eases the transition from one life stage to the next.
We seek to understand your short, medium and long-term goals, and can assist with cash flow management. Many of our clients come to us having undergone a liquidity event or life transition such as the sale of a business, and we are pleased to provide business succession and family wealth strategies to ensure these transitions are approached effectively.
We work closely with your accountant and other tax professionals to mitigate or eliminate tax, as well your lawyers or trusted professionals. To manage familial risk and protect your loved ones, we are happy to present a full range of insurance solutions as well as we customize a wide array of creditor protection insurance solutions and guaranteed income offerings.
To ensure continuity of the values that you hold dear, we welcome the opportunity to undertake regular conversations on legacy and philanthropy with your next generation. Lastly, we develop a framework to ensure your estate passes to your intended heirs efficiently and in accordance with your wishes..
Our purpose is to partner for positive impact—to improve the lives of our clients and colleagues, and together, better our communities and society.
Elisha and I look forward to welcoming you to our downtown Vernon office or virtually to discuss your goals.
- Business Retirement Plans
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Divorce Finances
- Socially Conscious Investing
My Personal Interests
- Art & Theater
- Mountain Biking
- Community Outreach
Office Address2916 29th Street
Vernon, BC V1T 5A6 opens in a new window