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Jeff Barnes, Financial Advisor

FINANCIAL ADVISOR
Jeff Barnes

CEPA®
1-165 Manitoba Street, Bracebridge, ON P1L 1S3opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Retirement income strategies
  • Charitable giving
  • Intergenerational planning

About Jeff

At Edward Jones, we do money differently. What does that really mean to clients in our office?

While we use investments and other financial instruments as our primary tools to help clients build sound, long-term financial strategies, our secret sauce is truly understanding our clients - their needs, their goals, their family and their dreams. Kendra Mitchell and I work as a team to help our clients navigate toward better outcomes. As one of our clients described – "Jeff sets the strategy, and Kendra does the execution."

We specialize in wealth strategies for clients with complex needs. Often these are...

Work History

  • Edward JonesMarch 2019 to Current

Education

  • McMaster UniversityBachelor with Honours

Personal Interests

  • Skiing
  • Mountain Biking
  • Golfing
  • Spending Time with Family

Team Members

  • Kendra Mitchell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(249) 299-0522

Fax

(877) 551-3772

Office Address

1-165 Manitoba Street
Bracebridge, ON P1L 1S3opens 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.

Take the quiz

Setting your path

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

Learn More