Creating a financial strategy is like solving a puzzle. It is difficult to put a strategy together without all the pieces and understanding the big picture.
What are your goals and why is that important to you? Those are two questions I work hard to understand. I use an established process to build personalized strategies and partner with you to help you stay on track for your goals.
I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with a team of professionals including CPAs, insurance specialists and estate attorneys is key in helping clients receive the highest level of personalized service and advice.
At York University, I cemented my choice of careers. I earned a Bachelor of Commerce with Honors in Finance, and I was top of my class in the course Personal Financial Planning. Considering my options once out of school, I wanted my work to directly impact individuals rather than a corporate bottom line. I chose to work with Edward Jones because we shared that client-first philosophy.
I have personally witnessed money as a means to an end - a way for you and your family to enjoy your lives and sleep well when everything is in place. Emigrating from Romania at a young age with my parents, I have seen first-hand the hard work it takes to protect your wealth and financial future.
My team and I, including branch office administrator Valerie Clark, are dedicated to ensuring our clients expectations are consistently being exceeded.
We look forward to meeting you soon.
- Divorce Finances
- Retirement Income Strategies
- Education Savings Strategies
- Employee Stock Options
- Wealth Protection Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Phone NumberIoana Nedu at (416) 237-0924
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