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Jeff Herman, Financial Advisor

FINANCIAL ADVISOR
Jeff Herman

555 Hawkwood Blvd. N.W., Unit #71, Calgary, AB T3G 3K2opens in a new window
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Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Wealth protection strategies
  • Education savings strategies

About Jeff

Hello and welcome,

Thank you for visiting my page. I am always honoured and delighted when someone is interested in choosing me to help change their financial future.

My name is Jeff Herman and I'm a financial advisor for Edward Jones. I have a practice here in town that specializes in providing financial guidance to families, professionals, and small business owners.

We are taught so many skills during our lives, but achieving a good financial understanding is often a place where we need support. I am here to help you navigate through these questions/concerns. My goal is to help you find clarity in...

Work History

  • Edward JonesFebruary 2020 to Current

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Camping
  • Hockey
  • Golfing

Team Members

  • Tenille Peters
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(403) 239-8632

Fax

(866) 575-6331

Office Address

555 Hawkwood Blvd. N.W.
Unit #71
Calgary, AB T3G 3K2opens in a new window

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My priorities

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Setting your path

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