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Jason Roy, Financial Advisor

FINANCIAL ADVISOR
Jason W Roy

39 Madawaska Street, Arnprior, ON K7S 1R8opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Wealth strategies
  • Business retirement plans
  • Education savings strategies

About Jason

I am a financial advisor at Edward Jones where I have been proudly serving clients in Arnprior for more than 10 years. As a financial advisor I believe it’s important I invest my time to understand your goals before you invest your money. It's important to understand the investment strategy and level of risk you're comfortable with so we can balance it with the steps to reach these goals.

Whether you're planning for retirement, saving for children's education, or trying to protect the financial future of the ones you care for the most, we work together to develop personalized strategies to...

Education

  • University of OttawaMBA (Masters of Bus Admin)
  • University of OttawaBachelor of Engineering

Personal Interests

  • Cooking
  • Active Lifestyle
  • Hiking
  • Traveling
  • Fishing

Team Members

  • Cheryl Marshall
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(613) 623-4030

Fax

(866) 479-7835

Office Address

39 Madawaska Street
Arnprior, ON K7S 1R8opens 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.

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