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Ioana Nedu, Financial Advisor

FINANCIAL ADVISOR
Ioana Nedu

CFP®
5135 Dundas Street West, Toronto, ON M9A 1C1opens in a new window
CallSend Me a Message

Focus Areas

  • Divorce finances
  • Estate and legacy strategies
  • Business owner considerations
  • Retirement savings strategies
  • Retirement income strategies
  • Intergenerational planning

About Ioana

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 to reach 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...

Work History

  • Edward JonesJune 2017 to Current

Education

  • York UniversityBachelor of Commerce

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Martial Arts
  • Health & Nutrition

Team Members

  • Valerie Clark
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(416) 237-0924

Fax

(877) 335-9384

Office Address

5135 Dundas Street West
Toronto, ON M9A 1C1opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

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

Learn More