As an Edward Jones Financial Advisor, I focus on providing customized retirement strategies for Canadian investors – with a deeply personal touch. And it's that personal touch that truly makes us different.
Our primary mission is addressing the needs of soon-to-be retired and retired investors who desire a stable and tax efficient stream of income from their retirement accounts. My priority is ensuring that our clients do not outlive their retirement savings.
We want you to enjoy your well-deserved retirement.
Our typical client ranges from Canadian Forces members who are making transitions to second careers or retirement to corporate retirees to agriculture-based families who are considering retirement and/or business transition options.
Our investment process is very straightforward, using properly crafted, diversified portfolios built with quality investments with a focus on reasonable rates of return, steady cash flows - primarily through dividends - and ongoing risk assessment.
You can rest assured we offer transparent fee structures, regular reviews, and proactive communications and feedback.
Our experience helping meet retirement investment challenges speaks for itself.
I joined the investment industry in 2004 and worked with the investment arms of several Canadian chartered banks acquiring my CIM®, FMA and FCSI® designations. My dedication toward education results in more informed advice and better decision-making on your behalf.
I am also a Canadian Forces veteran and proud of my service to Canada.
My long-time assistant Cathy Beath – who has been with me since Day One in the investment industry – and I look forward to helping you achieve the retirement you worked so hard for.
We consider it to be a privilege to serve you.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Personal Fitness
- History and Museums
- Animal Rescue
Phone NumberIan R Stock at (613) 966-4517
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