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Jane Bradley, Financial Advisor

FINANCIAL ADVISOR
Jane Bradley

CEA®, DFSA™
22 Argyle St, Simcoe, ON N3Y 1V5opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Wealth strategies

About Jane

I am a licensed Financial Advisor proudly serving Norfolk County, Ontario with an office in Simcoe. My mission is to support individuals and their families in Norfolk County, guiding them through life's transitions. Home purchases, education considerations, business planning, retirement, estate planning and more. I am committed to helping clients live comfortably today while planning for a secure tomorrow.

Every client's journey is unique, and I believe their financial strategy should be too. My approach is centered on a personalized, well-establishing process where we assess where you are now, clarify where you want to go, and build a tailored actionable...

Work History

  • Edward JonesDecember 2019 to Current

Personal Interests

  • Traveling
  • Fishing
  • Walking
  • Wine Collecting/Enthusiast
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(519) 900-0463

Fax

(855) 530-2898

Office Address

22 Argyle St
Simcoe, ON N3Y 1V5opens 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.

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Setting your path

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

Learn More