We all strive for good physical and mental health. I believe that good financial health belongs right up there alongside them.
A lifetime of good financial health begins with a strong financial strategy – one that allows you to feel informed about how your money is invested, in control of your situation no matter what comes your way and secure about the future.
The thing about financial strategies is this – to work well, they need to be tailored to the goals, challenges, opportunities and needs that are unique to you. So, I don't believe in cookie cutter solutions. I'll take the time to get to know what matters most to you and what keeps you up at night. Then I'll build a strategy designed just for you.
I've seen time and time again the temptation investors feel to sell their investments when the market drops (selling low) and buy when things look rosy (buying high). That's backwards, and the only way to avoid it is to take the emotion out of investing. I'll work with you to find ways to achieve your goals, balance your potential returns with your tolerance for risk, choose quality investments and keep you focused on how to achieve your goals. If your priorities change, we'll change your financial strategy to reflect that. Together, we'll navigate through all your financial decisions, not just now but into the future for you and your family.
I love my work and have been serving clients in this capacity for more than 30 years, some of them in the Vancouver area, and for the past 10 years in the Okanagan region. I purposefully chose to work with Edward Jones because our philosophies match – put the clients' interests first.
On a personal note, my husband of 40 years and I love to spend time with family and are outdoor enthusiasts – biking, hiking and boating. We have three grown children and six grandchildren. We both love to travel, with anywhere in Europe being our favorite destination.
Phone NumberJacinta Jay at (250) 492-3370
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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