
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreAt Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We built our business by treating our clients as we want to be treated. A simple idea that still makes sense in today’s complex marketplace.
My ideal clients are those who want to thoughtfully work toward financial goals that range from preparing for or living in retirement, to sending a child to post-secondary school, or estate considerations. Together, we can create tailored solutions to address your various needs.
I work closely with:
- Individuals who are serious about developing a workable financial strategy whether just beginning to save for retirement, recently retired, or interested in estate considerations.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
- High net worth clients looking for tax sensitive solutions.
When we work together, I start every conversation by listening to ensure I understand what is most important to you. I partner with my clients in a way that is approachable and open for them to express themselves, ask questions, and learn.
While I am new to Powell River, my career in the financial services industry spans more than 18 years. I am committed to bringing those years of experience to good use to serve our clients.
When away from work, you will find me taking in the local sights and offerings. We may cross paths on one of the myriad trails or perhaps you may witness me surveying the best views via motorcycle. My wife Joahnna and I are proud to have raised two wonderful children who are both currently pursuing their passions at University.
I'm inspired every single day by the people I'm fortunate to work with and meet. My branch office administrator, Jenny Allen-Taves, and I strive to provide the most ideal client experience that we can. We are so privileged to be able to serve the Powell River and greater Sunshine Coast communities.
Weekday | Availability |
---|---|
Monday | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Weekday | Availability |
---|---|
Monday | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizWe use an established process to help you reach your goals.
Learn More