As a financial advisor with Edward Jones, I am pleased to have served the Bow Valley and surrounding area for over 16 years. I have lived in Canmore since 2004 and I am deeply committed to the community. I have volunteered through the Bow Valley Chamber of Commerce, the Rotary Club of Canmore and the Canmore Seniors Association. Helping those in need and giving back to the community have always been a passion of mine.
Bianca Luca partners with me as a Branch Office Administrator. She is skilled in the administration of our client accounts and is dedicated to providing the highest level of service possible.
We help business owners, retirees, women investors and families achieve their important financial goals. We help our clients plan for and enjoy their retirements. We provide advice in the areas of planning for post secondary education. We guide our clients through areas such the financial implications of divorce and separation.
We also provide support to our clients concerning the care of aging parents. We consult on matters such as purchasing a home or business, starting a new business venture, caring for a disabled person, building an estate or legacy. We help our clients prepare for the unforeseen and act as a trusted friend and guiding hand. Depending on the level of service required, we can bring together a high level team of professionals to handle the most complicated financial problems.
There are three things I strive to provide to our clients throughout our time working together:
1) A clear explanation of the investments I recommend.
2) Timely updates on market conditions and volatility.
3) Clear explanations of all costs associated with your plan.
I would greatly appreciate the opportunity to serve you and your loved ones. Please contact our office to schedule a meeting. We can meet through virtual means or face-to-face at our office.
My Personal Interests