I am a financial advisor at Edward Jones where I have been proudly serving clients in Arnprior for the past seven years. As a financial advisor I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
My team includes my Branch Office Administrator Cheryl Naismith, thousands of head office staff, and advanced technology to support our office so we can help ensure you receive the most current and comprehensive investing and financial guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Located in downtown Arnprior, Ontario our business is a cornerstone in this beautiful and historic community.
Call or contact us online to setup your appointment today.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Education Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Active Lifestyle
Phone NumberJason W Roy at (613) 623-4030
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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