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Jeff Wozniakowski, Financial Advisor

FINANCIAL ADVISOR
Jeff Wozniakowski

CFP®
260 Lakeshore Road, Unit 10, St Catharines, ON L2M 7R4opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Wealth protection strategies
  • Divorce finances

About Jeff

As an Edward Jones 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 can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Work History

  • Edward JonesJanuary 2021 to Current

Education

  • York UniversityBachelor of Arts

Personal Interests

  • Traveling
  • Spending Time with Family
  • Personal Fitness
  • Hockey

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(905) 935-8383

Fax

(877) 629-0732

Office Address

260 Lakeshore Road
Unit 10
St Catharines, ON L2M 7R4opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

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

Learn More