Whether you're an individual investor, business owner or retiree we'll work together to explore what matters most to you when it comes to your short and long term financial goals. This could be; saving for a down payment on your first home, investing for your child's future, or preparing for what your retirement looks like and maintaining a comfortable lifestyle in retirement.

Together, our branch team works with each of our clients on an individual basis to develop personalized financial strategies to help them prepare today, for their future tomorrow. We will evaluate all of the different options available to you in regards to making important financial decisions such as; at what age to start accessing your government benefits, how to move a work pension plan, determining which registered accounts to draw from first from a tax-perspective or even preparing for the unexpected.

I consider myself very lucky to work for a company that maintains the philosophy that the clients needs come first. We truly care about building strong relationships with our clients and celebrating the important milestones in their life. At Edward Jones, we do not sell any of our own investment products, having access to thousands of investment options through many different companies allows us to build your low-cost portfolio in a diverse manner.

Wealth Strategies | Retirement Strategies | Insurance Needs | Business Considerations

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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

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