A one-size-fits-all may be fine for some investors, but we believe investments should be tailored and customized to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, we can offer advice tailored to your financial situation.
I've been with Edward Jones since 2012. I graduated in early 2010 from Ryerson University with a Master of Arts in International Economics and Finance. Soon after I snagged a sit down with the chief economist at RBC Craig Wright. I asked Craig how many economists worked at the largest bank in the country and when was the last time an economist was hired. It was that day that I knew I needed to expand my career horizons. I have always been fascinated about how human society's have allocated their resources. I knew that regardless of what I did in my career, I was always going to be actively involved with my own investments. I guess it wasn't that big a leap to go from there, to helping others with their own investments.
Investments don't exist in a vacuum. They are simply a means to an end. The end being some type of goal. No two investors are alike, they may be similar, but there are always differences. Which makes achieving a goal, the steps required, something unique and interesting. I believe it speaks as much to who we are, as say the music we listen to.
For those who have made it this far, how do your investments reflect you, your beliefs, your dreams, and your goals? Is this something you just do - like grocery shopping? It doesn't have to be this way. I'd love to show you how our 5-step process with a tailored investment approach can be a perfect fit to help achieve the goals you've set.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Socially Conscious Investing
My Personal Interests
- History and Museums
- Outdoor Enthusiast
Phone NumberJason Kerr at (416) 907-0824
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