I was born in Scotland and came to Canada, with my family, as a young child in 1983. We first lived in Southern Ontario before moving to Oceanside in 1989.
My grandfather was an accountant and taught me the importance of saving from an early age. He would give me savings bonds as gifts and taught me about the benefits of compound interest. I added to my bonds with the proceeds from my paper route which I built up by going door to door to deliver papers and collect subscriptions in the neighbourhood where we lived.
I have always had a passion for cars and after leaving school worked at an auto dealership in Parksville. Amongst other things, I spent five and a half years working in the Parts and Service Departments building trusting relationships with customers and business owners in the area.
My uncle became an Edward Jones advisor building up his own practice in Ontario, and I looked up to to him, and sought to follow in his footsteps.
In 2018 I was offered, and accepted, the opportunity to join the Edward Jones family in the Oceanside area, completing my education for Canadian Securities licensing, in the fall of that year. As someone who has been a resident for over thirty years it is a dream come true to be able to build up my own business in the area I call home.
Now serving the Oceanside area as a Financial Advisor, with my associate Rhonda Lalonde. We are working with established business owners and retirees to help them prioritize, organize and achieve their purpose in their financial lives. Whether that is maximizing business financial strategies, tax efficient income strategies, or saving for education or retirement. Whatever the challenge or need, we at Edward Jones take time to learn what is important to you and your family, and use our established processes to partner with you to achieve your goals. Call or email me today to book an appointment
- Business Owner Considerations
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Protection Strategies
My Personal Interests
- Sports Enthusiast
- Movies & Entertainment
Phone NumberJames A Kerr at (250) 752-1690
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