Since 2013 serving clients in the banking industry in a couple of the largest banks in Canada and at Edward Jones since April 2022, I can confidently say planning and patience are the recipes for success. During that time, I have successfully helped many clients in different stages of their lives to build a tailored financial strategy to ultimately achieve their goals and dreams.
I will always deeply understand what is important to you, what level of risk you are comfortable accepting when investing, and I will use our investment philosophy—quality investments, long-term strategy, and diversification—to develop your solutions to reach your long-term goals.
I am passionate about helping clients with their evolving financial needs. Knowing the industry well, my team and I are very proud to serve clients at Edward Jones where I can provide unbiased advice, a complete array of solutions, and the time and dedication each and everyone deserves with the highest level of service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
Away from the office, spending time with my family and friends is of upmost importance. This could be a nice conversation around the dinner table listening to my nephews play in the background or exploring the world with my lovely husband. I also enjoy taking part in our local church's orchestra at times playing the organ, at other times the flute.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
My Personal Interests
- Spending Time with Family
- Table Tennis
Phone NumberDebora Trevisan at (604) 987-1432
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