Work History
Edward Jones
Edward JonesMarch 2017 to Current
FINANCIAL ADVISOR
Derek K Friesen
2438 New Street, Unit #6, Burlington, ON L7R 1J6opens in a new window
Focus Areas
- Retirement savings strategies
- Retirement income strategies
- Wealth strategies
- Wealth protection strategies
- Employee stock options
- Divorce finances
About Derek
As a young boy visiting downtown Toronto's Financial District, I remember looking at the tall bank buildings and thinking, "I want to work in this industry." I've always enjoyed helping friends and family with their investing.
I joined Edward Jones in 2017, after a 17-year career in the banking industry. When I was contemplating a career move, Edward Jones appealed to me because they put the needs of their clients first – always and without exception. That's what I want for my clients!
I enjoy creating close personal relationships with those I serve. If you decide to work with me, we will...
I joined Edward Jones in 2017, after a 17-year career in the banking industry. When I was contemplating a career move, Edward Jones appealed to me because they put the needs of their clients first – always and without exception. That's what I want for my clients!
I enjoy creating close personal relationships with those I serve. If you decide to work with me, we will...
Work History
Edward Jones
Edward JonesMarch 2017 to Current
Personal Interests
- Baseball
- Coaching Sports
- Sports Enthusiast
- Traveling
- Board Games
Team Members
Megan BoehmBranch Office Administrator
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Location
BurlingtonMore to explore
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