As your Financial Advisor, I believe it's important to invest my time to understand what's important to you and what you're working towards before you invest your money. Using our established strategy and tools, I can help you determine the most appropriate financial strategy for you and your family. This includes addressing your insurance needs, as well as your investments. I can help you develop savings strategies for your retirement, your children's education, and other goals. And when the time comes, I will continue to partner with you in planning how to optimize your income throughout retirement.
It is a privilege to serve you and your families with developing your personalized financial strategy. I am committed to providing professional advice and services, with transparency in fees, and cost effective and tax efficient products. With over nineteen years of industry experience and backed by the research and resources of Edward Jones, I bring a disciplined investment approach in achieving your financial goals.
I am a Certified Financial Planner CFP® professional with a Master of Business Administration (MBA) degree from the Telfer School of Management, Ottawa University, and also hold a Bachelor degree in Engineering.
I have volunteered in my community and non-profit organizations. I joined Rotary Club of Nepean-Kanata in 2015, served a term as President and remain a current member. I also serve on the Board of Directors of the Bells Corners Business Association. Other past volunteer services included Joan of Arc Academy Board of Directors, and, as an Executive Member of the Bridlewood-Kanata Community.
In my personal time, I like to spend time with family, travel to different places to learn and experience different cultures and cuisines; I also enjoy playing soccer, golf, cycling, and skiing in winter.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Business Owner Considerations
- Business Retirement Plans
- Education Savings Strategies
My Personal Interests
- Spending Time with Family
Phone NumberDinakar Vaidya at (613) 828-3919
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