Experience and Background

Growing up, my parents emphasized the values of hard work, attention to detail and "doing the right thing." My father always asked "Did you do your best?" Today, I try to practice those same values and strive for excellence in everything I do.

As a financial advisor at Edward Jones, I have found a career that allows me to pursue my passion for excellence and doing what's right. Everyday, I meet with clients to discuss their unique goals and concerns. We partner together to construct well thought out solutions suited to each individual, family, or business owner that we work with.

Our branch team in West Kelowna is made up of myself and Branch Office Administrator Nicole Diaz. Together, our goal is to provide the highest possible level of service to our clients. To have a positive impact on and to deepen our relationships with our clients, we take the time to learn who they are and what's most important to them.

We help business owners, families and retirees gain clarity, confidence and peace of mind to ensure financial success. These individuals are often in transition and need guidance to navigate the confusing array of options available. For example, we will partner with families working through saving for their children's education and their own retirement, transitioning into retirement, or those families currently retired and thinking about transitioning their wealth to the next generation. We also help business owners by offering a holistic approach to their financial picture, giving them piece of mind so they may focus on growing and running their business. By setting clear steps to help manage their financial affairs, it is here that our clients find value in the service we provide.

I am so grateful for the opportunity to work with so many wonderful people everyday in our practice and I look forward to building new relationships in the future!

Sincerely,

Jeffrey Hayes

Focus areas

  • Retirement Savings Strategies
  • Charitable Giving
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies

My Personal Interests

  • Golfing
  • Farming
  • Active Lifestyle
  • Traveling
  • Hockey

Office Information

Office Address

3011 Louie Dr Suite 203 Westbank, BC V4T 3K3
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