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Debora Trevisan, Financial Advisor

FINANCIAL ADVISOR
Debora Trevisan

3975 Lakeshore Rd, Suite 204, Kelowna, BC V1W 1V3opens in a new window
CallSend Me a Message

Focus Areas

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

About Debora

Financial success isn’t about luck—it’s about having a well-defined plan, the patience to see it through, and guardrails to protect everything you’ve worked so hard to achieve.

Some say knowledge is power, but when it comes to financial success, I say behaviour is an even greater power.

Since 2013, I have assisted personal and business clients at two of Canada’s largest banks before joining Edward Jones in April 2022 as a financial advisor. After careful consideration, I made this transition because I believe Edward Jones allows me to truly put my clients as my top priority. I can tell you all about...

Work History

  • Edward JonesApril 2022 to Current
  • CIBCJuly 2015 to April 2022

Education

  • University of AlbertaBachelor of Commerce

Personal Interests

  • Spending Time with Family
  • Traveling
  • Music
  • Table Tennis

Team Members

  • Cheryl Clark
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(250) 764-7088

Fax

(855) 261-2964

Office Address

3975 Lakeshore Rd
Suite 204
Kelowna, BC V1W 1V3opens in a new window

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