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Deanna Beaudoin, Financial Advisor

FINANCIAL ADVISOR
Deanna Beaudoin

CEPA®
2916 29th Street, Vernon, BC V1T 5A6opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Intergenerational planning
  • Wealth protection strategies
  • Estate and legacy strategies
  • Retirement savings strategies
  • Retirement income strategies

About Deanna

As a financial advisor holding the CEPA™ designation, 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 a multi-layered goal review? At Edward Jones, we embed a risk assessment, due diligence and confidentiality within all our investment processes.

A sound financial strategy helps enable 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...

Work History

  • Edward JonesApril 2019 to Current

Personal Interests

  • Art & Theater
  • Hiking
  • Mountain Biking
  • Yoga
  • Community Outreach

Team Members

  • Elisha Olson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(778) 790-0840

Fax

(844) 828-4003

Office Address

2916 29th Street
Vernon, BC V1T 5A6opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

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

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